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JMTG

JPMorgan Mortgage-Backed Securities ETF

169 hedge funds and large institutions have $6.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

6% more capital invested

Capital invested by funds: $5.97B → $6.3B (+$334M)

3.16% more ownership

Funds ownership: 93.12%96.28% (+3.2%)

2% more funds holding

Funds holding: 165169 (+4)

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.08%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
21
Increased
70
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$1.89M -$42.2K -824 -2%
SPC
77
Sigma Planning Corp
Michigan
$1.71M -$240K -4,687 -12%
DPI
78
Diversified Portfolios Inc
Michigan
$1.65M +$480K +9,367 +41%
WWM
79
Western Wealth Management
Colorado
$1.64M +$136K +2,653 +9%
Jane Street
80
Jane Street
New York
$1.63M +$1.64M +31,939 New
DC
81
Davenport & Co
Virginia
$1.63M -$75.3K -1,469 -4%
KPWS
82
Kestra Private Wealth Services
Texas
$1.61M +$478K +9,328 +42%
DWT
83
Dorsey & Whitney Trust
South Dakota
$1.45M
CH
84
CDKV Holdings
Colorado
$1.18M +$3.28K +64 +0.3%
YWS
85
Yarger Wealth Strategies
Ohio
$1.11M -$209K -4,078 -16%
BPA
86
Beacon Pointe Advisors
California
$1.11M -$138K -2,696 -11%
PA
87
PFG Advisors
Arizona
$1.09M +$6.35K +124 +0.6%
PJSIMP
88
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M +$51 +1 +0%
CWM
89
Centurion Wealth Management
Virginia
$963K +$336K +6,555 +53%
HPM
90
Hudson Portfolio Management
New York
$940K +$395K +7,710 +72%
AI
91
Atria Investments
North Carolina
$929K +$175K +3,407 +23%
Creative Planning
92
Creative Planning
Kansas
$837K +$9.79K +191 +1%
VT
93
Vise Technologies
New York
$827K
JFGIW
94
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$746K +$92.7K +1,809 +14%
CWM
95
Cadence Wealth Management
Massachusetts
$711K -$208K -4,068 -23%
CIA
96
Concurrent Investment Advisors
Florida
$672K +$675K +13,177 New
AWM
97
AAF Wealth Management
Massachusetts
$664K +$4.92K +96 +0.7%
CAC
98
Certified Advisory Corp
Florida
$589K +$13.4K +261 +2%
NFG
99
Nations Financial Group
Iowa
$519K -$58.6K -1,144 -10%
ASN
100
Advisory Services Network
Georgia
$505K +$508K +9,909 New