JMTG

JPMorgan Mortgage-Backed Securities ETF

94 hedge funds and large institutions have $2.2B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+94
Holders Change %
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
94
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
76
Blume Capital Management
California
$32.3K +$32.3K +643 New
LI
77
LRI Investments
Florida
$29.7K +$29.7K +591 New
DWA
78
Delos Wealth Advisors
Texas
$29.1K +$29.1K +579 New
CAL
79
Capital Analysts LLC
Pennsylvania
$24K +$24K +476 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$22.3K +$22.3K +444 New
GRP
81
Global Retirement Partners
California
$21.2K +$21.2K +421 New
KIM
82
Kestra Investment Management
Texas
$20.7K +$20.7K +412 New
PS
83
Principal Securities
Iowa
$14.3K +$14.3K +284 New
AssetMark Inc
84
AssetMark Inc
California
$13.6K +$13.6K +270 New
TPWA
85
Twin Peaks Wealth Advisors
California
$13.1K +$13.1K +262 New
AWM
86
AllSquare Wealth Management
New York
$8.03K +$8.03K +160 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$8K +$8K +153 New
AF
88
Allworth Financial
California
$6.48K +$6.48K +129 New
FFA
89
Founders Financial Alliance
North Carolina
$4.52K +$4.52K +90 New
JFGIW
90
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.08K +$4.08K +81 New
Bessemer Group
91
Bessemer Group
New Jersey
$4K +$4K +70 New
SWP
92
Strategic Wealth Partners
Ohio
$2.31K +$2.31K +46 New
SIS
93
Sound Income Strategies
Florida
$1.36K +$1.36K +27 New
1IA
94
1620 Investment Advisors
Massachusetts
$1.1K +$1.1K +22 New