JMTG

JPMorgan Mortgage-Backed Securities ETF

161 hedge funds and large institutions have $5.77B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
PTC
126
Private Trust Company
Ohio
$44.3K
Bessemer Group
127
Bessemer Group
New Jersey
$40K
NB
128
NBT Bank
New York
$37.8K
BL
129
BFSG LLC
California
$36.2K
PP
130
Pacifica Partners
Canada
$34.1K
SRCM
131
Signature Resources Capital Management
California
$33.9K
LI
132
LRI Investments
Florida
$30.2K
DWA
133
Delos Wealth Advisors
Texas
$29.6K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$29K
NS
135
NBC Securities
Alabama
$25.2K
LFG
136
Larson Financial Group
Missouri
$24.1K
CAL
137
Capital Analysts LLC
Pennsylvania
$24K
FP
138
Financial Perspectives
Minnesota
$23.6K
HNB
139
Huntington National Bank
Ohio
$23.3K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$21K
AWM
141
AE Wealth Management
Kansas
$19.2K
GI
142
GAMMA Investing
California
$15.9K
TCM
143
Triumph Capital Management
Colorado
$15.5K
CTB
144
Country Trust Bank
Illinois
$14.8K
IRC
145
Investors Research Corp
Georgia
$13.6K
RCM
146
Raleigh Capital Management
North Carolina
$13.1K
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$13K
Franklin Resources
148
Franklin Resources
California
$11.2K
IW
149
Imprint Wealth
South Carolina
$10.3K
IAIM
150
International Assets Investment Management
Florida
$8.58K