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JMTG

JPMorgan Mortgage-Backed Securities ETF

165 hedge funds and large institutions have $5.97B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 63 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

62% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 39

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more funds holding

Funds holding: 135165 (+30)

13% more capital invested

Capital invested by funds: $5.3B → $5.97B (+$672M)

4.58% more ownership

Funds ownership: 88.54%93.12% (+4.6%)

Holders
165
Holders Change
+30
Holders Change %
+22.22%
% of All Funds
2.01%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
46
Increased
63
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$451K -$61.3K -1,198 -12%
MML Investors Services
102
MML Investors Services
Massachusetts
$440K +$441K +8,617 New
MPWT
103
MassMutual Private Wealth & Trust
Connecticut
$436K +$437K +8,534 New
STA
104
Summit Trail Advisors
New York
$426K -$19.9K -388 -4%
Comerica Bank
105
Comerica Bank
Texas
$380K -$4.81K -94 -1%
SPIA
106
Steward Partners Investment Advisory
New York
$341K +$66.2K +1,293 +24%
SC
107
Savant Capital
Illinois
$333K -$42.4K -828 -11%
FCFC
108
First Commonwealth Financial Corp
Pennsylvania
$329K
TSS
109
Two Sigma Securities
New York
$306K +$307K +5,992 New
BlackRock
110
BlackRock
New York
$299K +$19.3K +378 +7%
Koshinski Asset Management
111
Koshinski Asset Management
Illinois
$277K +$2.87K +56 +1%
SG
112
StoneX Group
New York
$256K +$257K +5,012 New
WIA
113
World Investment Advisors
California
$242K -$102K -1,990 -30%
SWP
114
Stratos Wealth Partners
Ohio
$236K -$20K -391 -8%
AWA
115
Arkadios Wealth Advisors
Georgia
$228K +$229K +4,472 New
MOS
116
MGO One Seven
Ohio
$205K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$185K +$26K +508 +16%
QCG
118
Quadrant Capital Group
Ohio
$161K +$161K +3,147 New
MCM
119
MAI Capital Management
Ohio
$109K -$562K -10,980 -84%
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$102K +$13.4K +261 +15%
AA
121
Ancora Advisors
Ohio
$95.2K
WA
122
Waverly Advisors
Alabama
$73.7K +$73.9K +1,443 New
RFS
123
Richardson Financial Services
Massachusetts
$64.4K +$5.42K +106 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$61.4K +$38.8K +759 +171%
AssetMark Inc
125
AssetMark Inc
California
$60.1K +$15.7K +307 +35%