JMTG

JPMorgan Mortgage-Backed Securities ETF

133 hedge funds and large institutions have $5.24B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 33 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 37

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.36B
2 +$733M
3 +$290M
4
M&T Bank
M&T Bank
New York
+$233M
5
B
Bailard
California
+$66.3M

Top Sellers

1 -$13.2M
2 -$3.55M
3 -$3.27M
4
LPL Financial
LPL Financial
California
-$2.33M
5
Wells Fargo
Wells Fargo
California
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$88.2K
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$86.6K
ASN
103
Advisory Services Network
Georgia
$68.8K
EWM
104
Evolution Wealth Management
Florida
$50.6K
AssetMark Inc
105
AssetMark Inc
California
$44.4K
PP
106
Pacifica Partners
Canada
$33.7K
SRCM
107
Signature Resources Capital Management
California
$33.5K
EB
108
Eastern Bank
Massachusetts
$31.9K
LI
109
LRI Investments
Florida
$30.1K
DWA
110
Delos Wealth Advisors
Texas
$29.5K
NS
111
NBC Securities
Alabama
$24.9K
CAL
112
Capital Analysts LLC
Pennsylvania
$24K
Fidelity Investments
113
Fidelity Investments
Massachusetts
$22.6K
AWM
114
AE Wealth Management
Kansas
$21.7K
GRP
115
Global Retirement Partners
California
$21.5K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$21K
IW
117
Imprint Wealth
South Carolina
$20.5K
CFB
118
Cullen/Frost Bankers
Texas
$19.3K
GF
119
GGM Financials
Ohio
$18.6K
PS
120
Principal Securities
Iowa
$14.5K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$12K
Franklin Resources
122
Franklin Resources
California
$11.1K
MSWA
123
Marshall & Sterling Wealth Advisors
New York
$10.5K
FFA
124
Farther Finance Advisors
California
$8.26K
APW
125
Aventura Private Wealth
Florida
$7.79K