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JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

96 hedge funds and large institutions have $2.23B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+96
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
96
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$543M
2
NP
NorthRock Partners
Minnesota
+$387M
3
LPL Financial
LPL Financial
California
+$235M
4
Ameriprise
Ameriprise
Minnesota
+$176M
5
HC
Hamilton Capital
Ohio
+$152M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
AE Wealth Management
Kansas
$34K +$34K +678 New
SRCM
77
Signature Resources Capital Management
California
$32.8K +$32.8K +653 New
BCM
78
Blume Capital Management
California
$32.3K +$32.3K +643 New
LI
79
LRI Investments
Florida
$29.7K +$29.7K +591 New
DWA
80
Delos Wealth Advisors
Texas
$29.1K +$29.1K +579 New
CAL
81
Capital Analysts LLC
Pennsylvania
$24K +$23.9K +476 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$22.3K +$22.3K +444 New
GRP
83
Global Retirement Partners
California
$21.2K +$21.1K +421 New
KIM
84
Kestra Investment Management
Texas
$20.7K +$20.7K +412 New
PS
85
Principal Securities
Iowa
$14.3K +$14.3K +284 New
AssetMark Inc
86
AssetMark Inc
California
$13.6K +$13.6K +270 New
TPWA
87
Twin Peaks Wealth Advisors
California
$13.1K +$13.2K +262 New
AWM
88
AllSquare Wealth Management
New York
$8.03K +$8.03K +160 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$8K +$7.68K +153 New
AF
90
Allworth Financial
California
$6.47K +$6.47K +129 New
FFA
91
Founders Financial Alliance
North Carolina
$4.52K +$4.52K +90 New
JFGIW
92
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.08K +$4.07K +81 New
Bessemer Group
93
Bessemer Group
New Jersey
$4K +$3.51K +70 New
SWP
94
Strategic Wealth Partners
Ohio
$2.31K +$2.31K +46 New
SIS
95
Sound Income Strategies
Florida
$1.35K +$1.35K +27 New
1IA
96
1620 Investment Advisors
Massachusetts
$1.1K +$1.1K +22 New
1 2 3
4

JMTG Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q2 2025, worth a combined $2.23B.

Buyers outnumbered sellers: 96 funds opened new JMTG positions and 0 closed out — a net gain of 96 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $543M.

  • 96 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $2.23B of JPMorgan Mortgage-Backed Securities ETF stock for Q2 2025.
  • 96 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q2 2025 and 0 closed out, a net change of +96 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $543M added.

Based on aggregated 13F filings for Q2 2025.