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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MT
101
Midwest Trust
Kansas
$473K
US Bancorp
102
US Bancorp
Minnesota
$471K
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$439K
NA
104
NewEdge Advisors
Louisiana
$421K
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$420K
SPIA
106
Steward Partners Investment Advisory
New York
$419K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$413K
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$328K
STA
109
Summit Trail Advisors
New York
$321K
BlackRock
110
BlackRock
New York
$299K
MML Investors Services
111
MML Investors Services
Massachusetts
$294K
SC
112
Savant Capital
Illinois
$282K
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$280K
P
114
&Partners
Tennessee
$249K
SWP
115
Stratos Wealth Partners
Ohio
$242K
AWA
116
Arkadios Wealth Advisors
Georgia
$211K
QCG
117
Quadrant Capital Group
Ohio
$160K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$124K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$104K
AA
120
Ancora Advisors
Ohio
$95.1K
ATPW
121
Ashton Thomas Private Wealth
Arizona
$85.3K
MWM
122
Mascoma Wealth Management
New Hampshire
$83.1K
WA
123
Waverly Advisors
Alabama
$73.6K
HFS
124
Hughes Financial Services
Virginia
$62.4K
MCM
125
MAI Capital Management
Ohio
$57.2K