JMTG

JPMorgan Mortgage-Backed Securities ETF

160 hedge funds and large institutions have $5.73B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
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
Bessemer Group
126
Bessemer Group
New Jersey
$40K
NB
127
NBT Bank
New York
$37.8K
BL
128
BFSG LLC
California
$36.2K
PP
129
Pacifica Partners
Canada
$34.1K
SRCM
130
Signature Resources Capital Management
California
$33.9K
LI
131
LRI Investments
Florida
$30.2K
DWA
132
Delos Wealth Advisors
Texas
$29.6K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$29K
NS
134
NBC Securities
Alabama
$25.2K
LFG
135
Larson Financial Group
Missouri
$24.1K
CAL
136
Capital Analysts LLC
Pennsylvania
$24K
FP
137
Financial Perspectives
Minnesota
$23.6K
HNB
138
Huntington National Bank
Ohio
$23.3K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$21K
AWM
140
AE Wealth Management
Kansas
$19.2K
GI
141
GAMMA Investing
California
$15.9K
TCM
142
Triumph Capital Management
Colorado
$15.5K
CTB
143
Country Trust Bank
Illinois
$14.8K
IRC
144
Investors Research Corp
Georgia
$13.6K
RCM
145
Raleigh Capital Management
North Carolina
$13.1K
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$13K
Franklin Resources
147
Franklin Resources
California
$11.2K
IW
148
Imprint Wealth
South Carolina
$10.3K
IAIM
149
International Assets Investment Management
Florida
$8.58K
AF
150
Allworth Financial
California
$8.28K