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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
DADC
101
D.A. Davidson & Co
Montana
$474K
MT
102
Midwest Trust
Kansas
$473K
US Bancorp
103
US Bancorp
Minnesota
$471K -$121K -2,359 -20%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$439K +$420K +8,191 +1,988%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$420K -$15.1K -294 -3%
SPIA
106
Steward Partners Investment Advisory
New York
$419K +$78.1K +1,524 +23%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$413K -$37.4K -731 -8%
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$328K
STA
109
Summit Trail Advisors
New York
$321K -$104K -2,030 -24%
BlackRock
110
BlackRock
New York
$299K
MML Investors Services
111
MML Investors Services
Massachusetts
$294K -$147K -2,860 -33%
SC
112
Savant Capital
Illinois
$282K -$49.9K -974 -15%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$280K +$2.97K +58 +1%
P
114
&Partners
Tennessee
$249K -$528K -10,305 -68%
SWP
115
Stratos Wealth Partners
Ohio
$242K +$5.94K +116 +3%
AWA
116
Arkadios Wealth Advisors
Georgia
$211K -$17.5K -341 -8%
QCG
117
Quadrant Capital Group
Ohio
$160K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$124K +$62.8K +1,225 +102%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$104K -$81.1K -1,584 -44%
AA
120
Ancora Advisors
Ohio
$95.1K
ATPW
121
Ashton Thomas Private Wealth
Arizona
$85.3K +$85.7K +1,672 New
MWM
122
Mascoma Wealth Management
New Hampshire
$83.1K +$83.5K +1,630 New
WA
123
Waverly Advisors
Alabama
$73.6K
HFS
124
Hughes Financial Services
Virginia
$62.4K +$62.7K +1,223 New
MCM
125
MAI Capital Management
Ohio
$57.2K -$51.4K -1,004 -47%