JMTG

JPMorgan Mortgage-Backed Securities ETF

134 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 51 funds opening new positions, 33 increasing their positions, 38 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:

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
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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 +$1.34B
2 +$725M
3 +$286M
4
M&T Bank
M&T Bank
New York
+$230M
5
B
Bailard
California
+$65.5M

Top Sellers

1 -$13M
2 -$3.51M
3 -$3.27M
4
LPL Financial
LPL Financial
California
-$2.3M
5
Wells Fargo
Wells Fargo
California
-$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Ancora Advisors
Ohio
$95.1K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$88.2K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$86.6K
ASN
104
Advisory Services Network
Georgia
$68.8K
EWM
105
Evolution Wealth Management
Florida
$50.6K
AssetMark Inc
106
AssetMark Inc
California
$44.4K
PP
107
Pacifica Partners
Canada
$33.7K
SRCM
108
Signature Resources Capital Management
California
$33.5K
EB
109
Eastern Bank
Massachusetts
$31.9K
LI
110
LRI Investments
Florida
$30.1K
DWA
111
Delos Wealth Advisors
Texas
$29.5K
NS
112
NBC Securities
Alabama
$24.9K
CAL
113
Capital Analysts LLC
Pennsylvania
$24K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$22.6K
AWM
115
AE Wealth Management
Kansas
$21.7K
GRP
116
Global Retirement Partners
California
$21.5K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$21K
IW
118
Imprint Wealth
South Carolina
$20.5K
CFB
119
Cullen/Frost Bankers
Texas
$19.3K
GF
120
GGM Financials
Ohio
$18.6K
PS
121
Principal Securities
Iowa
$14.5K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$12K
Franklin Resources
123
Franklin Resources
California
$11.1K
MSWA
124
Marshall & Sterling Wealth Advisors
New York
$10.5K
FFA
125
Farther Finance Advisors
California
$8.26K