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JMTG

JPMorgan Mortgage-Backed Securities ETF

135 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 52 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

137% more capital invested

Capital invested by funds: $2.23B → $5.3B (+$3.06B)

88.54% more ownership

Funds ownership: 0%88.54% (+89%)

41% more funds holding

Funds holding: 96135 (+39)

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
135
Holders Change
+39
Holders Change %
+40.63%
% of All Funds
1.77%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
52
Increased
33
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
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 -$957 -19 -1%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$86.6K +$85.5K +1,698 New
ASN
104
Advisory Services Network
Georgia
$68.8K +$68K +1,349 New
EWM
105
Evolution Wealth Management
Florida
$50.6K
AssetMark Inc
106
AssetMark Inc
California
$44.4K +$30.3K +601 +223%
PP
107
Pacifica Partners
Canada
$33.7K +$33.4K +663 New
SRCM
108
Signature Resources Capital Management
California
$33.5K +$252 +5 +0.8%
EB
109
Eastern Bank
Massachusetts
$31.9K +$31.5K +626 New
LI
110
LRI Investments
Florida
$30.1K
DWA
111
Delos Wealth Advisors
Texas
$29.5K
NS
112
NBC Securities
Alabama
$24.9K +$24.6K +488 New
CAL
113
Capital Analysts LLC
Pennsylvania
$24K -$504 -10 -2%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$22.6K
AWM
115
AE Wealth Management
Kansas
$21.7K -$12.7K -252 -37%
GRP
116
Global Retirement Partners
California
$21.5K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$21K -$227K -4,510 -92%
IW
118
Imprint Wealth
South Carolina
$20.5K +$20.3K +402 New
CFB
119
Cullen/Frost Bankers
Texas
$19.3K +$19K +378 New
GF
120
GGM Financials
Ohio
$18.6K +$18.4K +366 New
PS
121
Principal Securities
Iowa
$14.5K
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$12K -$79.8K -1,584 -87%
Franklin Resources
123
Franklin Resources
California
$11.1K +$11K +218 New
MSWA
124
Marshall & Sterling Wealth Advisors
New York
$10.5K -$70.4K -1,397 -87%
FFA
125
Farther Finance Advisors
California
$8.26K +$8.16K +162 New

JMTG Hedge Fund Activity: Q3 2025 in Review

135 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q3 2025, worth a combined $5.3B — up 137% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JMTG positions and 8 closed out — a net gain of 44 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.34B. The largest seller was Abacus Planning Group, cutting an estimated $13M.

  • 135 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $5.3B of JPMorgan Mortgage-Backed Securities ETF stock for Q3 2025, up 137% quarter-over-quarter.
  • 52 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q3 2025 and 8 closed out, a net change of +44 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1.34B added.
  • The largest JPMorgan Mortgage-Backed Securities ETF seller in Q3 2025 was Abacus Planning Group, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2025.