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JMTG

JPMorgan Mortgage-Backed Securities ETF

135 hedge funds and large institutions have $5.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

137% more capital invested

Capital invested by funds: $2.23B → $5.3B (+$3.06B)

88.54% more ownership

Funds ownership: 0%88.54% (+89%)

41% more funds holding

Funds holding: 96135 (+39)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
135
Holders Change
+39
Holders Change %
+40.63%
% of All Funds
1.77%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
52
Increased
33
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
76
Nations Financial Group
Iowa
$697K -$50.5K -1,003 -7%
MCM
77
MAI Capital Management
Ohio
$668K +$660K +13,106 New
DADC
78
D.A. Davidson & Co
Montana
$656K +$648K +12,859 New
AWM
79
AAF Wealth Management
Massachusetts
$654K +$12.8K +255 +2%
JFGIW
80
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654K +$642K +12,746 +15,736%
MT
81
Midwest Trust
Kansas
$591K +$584K +11,591 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$512K +$498K +9,878 +6,456%
C
83
Certuity
Florida
$510K +$504K +9,995 New
AAS
84
Annex Advisory Services
Wisconsin
$504K +$498K +9,887 New
US Bancorp
85
US Bancorp
Minnesota
$471K +$466K +9,241 New
STA
86
Summit Trail Advisors
New York
$444K -$81.6K -1,620 -16%
Comerica Bank
87
Comerica Bank
Texas
$384K +$380K +7,539 New
SC
88
Savant Capital
Illinois
$374K -$53.4K -1,060 -13%
GF
89
Gries Financial
Ohio
$371K -$215K -4,273 -37%
WIA
90
World Investment Advisors
California
$343K -$184K -3,650 -35%
FCFC
91
First Commonwealth Financial Corp
Pennsylvania
$328K +$324K +6,438 New
BlackRock
92
BlackRock
New York
$280K +$276K +5,488 New
SPIA
93
Steward Partners Investment Advisory
New York
$275K +$225K +4,465 +482%
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$274K +$271K +5,376 New
SWP
95
Stratos Wealth Partners
Ohio
$256K -$3.98K -79 -2%
Focus Partners Wealth
96
Focus Partners Wealth
Massachusetts
$227K +$13.8K +274 +7%
MOS
97
MGO One Seven
Ohio
$204K +$202K +4,007 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$159K +$105K +2,092 +204%
PTC
99
Private Trust Company
Ohio
$154K +$152K +3,013 New
GA
100
Guerra Advisors
Florida
$109K +$108K +2,137 New

JMTG Hedge Fund Activity: Q3 2025 in Review

135 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q3 2025, worth a combined $5.3B — up 137% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JMTG positions and 8 closed out — a net gain of 44 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.34B. The largest seller was Abacus Planning Group, cutting an estimated $13M.

  • 135 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $5.3B of JPMorgan Mortgage-Backed Securities ETF stock for Q3 2025, up 137% quarter-over-quarter.
  • 52 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q3 2025 and 8 closed out, a net change of +44 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1.34B added.
  • The largest JPMorgan Mortgage-Backed Securities ETF seller in Q3 2025 was Abacus Planning Group, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2025.