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JMTG

JPMorgan Mortgage-Backed Securities ETF

169 hedge funds and large institutions have $6.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

6% more capital invested

Capital invested by funds: $5.97B → $6.3B (+$334M)

3.16% more ownership

Funds ownership: 93.12%96.28% (+3.2%)

2% more funds holding

Funds holding: 165169 (+4)

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.08%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
21
Increased
70
Reduced
45
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Evolution Wealth Management
Florida
$50.6K
PTC
127
Private Trust Company
Ohio
$44.2K
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$40.3K +$27.5K +536 +210%
NB
129
NBT Bank
New York
$37.7K
BL
130
BFSG LLC
California
$36.2K
Citigroup
131
Citigroup
New York
$36.1K -$13.7K -268 -27%
SRCM
132
Signature Resources Capital Management
California
$34.1K +$205 +4 +0.6%
VNT
133
Vanguard National Trust
Pennsylvania
$33.5K +$33.6K +656 New
LI
134
LRI Investments
Florida
$30.1K
NS
135
NBC Securities
Alabama
$25.4K +$256 +5 +1%
CFO
136
CVA Family Office
Colorado
$24.7K +$24.8K +485 New
LFG
137
Larson Financial Group
Missouri
$24.1K
CAL
138
Capital Analysts LLC
Pennsylvania
$24K
FP
139
Financial Perspectives
Minnesota
$23.9K +$256 +5 +1%
HI
140
Harbour Investments
Wisconsin
$22.8K +$22.8K +446 New
AWM
141
AE Wealth Management
Kansas
$19K -$102 -2 -0.5%
AssetMark Inc
142
AssetMark Inc
California
$17.9K -$42.4K -827 -70%
APW
143
Aventura Private Wealth
Florida
$17.3K +$9.58K +187 +122%
GI
144
GAMMA Investing
California
$15.9K
TCM
145
Triumph Capital Management
Colorado
$15.5K
CTB
146
Country Trust Bank
Illinois
$14.8K
CA
147
CoreCap Advisors
Michigan
$14.7K +$14.7K +287 New
IRC
148
Investors Research Corp
Georgia
$13.6K
IAIM
149
International Assets Investment Management
Florida
$11.4K +$2.92K +57 +34%
OSAM
150
O'Shaughnessy Asset Management
Connecticut
$11.2K +$11.2K +219 New