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JMTG

JPMorgan Mortgage-Backed Securities ETF

165 hedge funds and large institutions have $5.97B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more funds holding

Funds holding: 135165 (+30)

13% more capital invested

Capital invested by funds: $5.3B → $5.97B (+$672M)

4.58% more ownership

Funds ownership: 88.54%93.12% (+4.6%)

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
2.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
46
Increased
63
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Western Wealth Management
Colorado
$1.51M +$108K +2,112 +8%
DWT
77
Dorsey & Whitney Trust
South Dakota
$1.45M +$114K +2,232 +9%
YWS
78
Yarger Wealth Strategies
Ohio
$1.32M -$206K -4,018 -13%
BPA
79
Beacon Pointe Advisors
California
$1.24M -$163K -3,180 -12%
CH
80
CDKV Holdings
Colorado
$1.18M +$1.18M +23,032 New
DPI
81
Diversified Portfolios Inc
Michigan
$1.17M +$25.6K +500 +2%
KPWS
82
Kestra Private Wealth Services
Texas
$1.14M +$1.14M +22,256 New
PA
83
PFG Advisors
Arizona
$1.09M -$153K -2,995 -12%
PJSIMP
84
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$180K -3,523 -15%
CWM
85
Cadence Wealth Management
Massachusetts
$920K -$590K -11,528 -39%
Creative Planning
86
Creative Planning
Kansas
$829K -$1.38M -26,960 -62%
VT
87
Vise Technologies
New York
$827K +$829K +16,206 New
P
88
&Partners
Tennessee
$776K -$3.79K -74 -0.5%
AI
89
Atria Investments
North Carolina
$756K +$758K +14,803 New
Corient Private Wealth
90
Corient Private Wealth
Florida
$688K +$687K +13,420 New
AWM
91
AAF Wealth Management
Massachusetts
$660K +$4.81K +94 +0.7%
JFGIW
92
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K
CWM
93
Centurion Wealth Management
Virginia
$629K +$631K +12,328 New
US Bancorp
94
US Bancorp
Minnesota
$592K +$121K +2,358 +26%
NFG
95
Nations Financial Group
Iowa
$578K -$120K -2,350 -17%
CAC
96
Certified Advisory Corp
Florida
$577K -$2.12M -41,406 -79%
HPM
97
Hudson Portfolio Management
New York
$547K +$548K +10,715 New
DADC
98
D.A. Davidson & Co
Montana
$474K -$183K -3,573 -28%
MT
99
Midwest Trust
Kansas
$473K -$119K -2,318 -20%
WP
100
Walleye Partners
Wisconsin
$471K +$472K +9,231 New