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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
EWM
126
Evolution Wealth Management
Florida
$50.7K
Citigroup
127
Citigroup
New York
$49.8K +$49.9K +975 New
PTC
128
Private Trust Company
Ohio
$44.3K -$110K -2,146 -71%
Bessemer Group
129
Bessemer Group
New Jersey
$40K +$39.7K +776 New
NB
130
NBT Bank
New York
$37.8K +$37.9K +740 New
BL
131
BFSG LLC
California
$36.2K +$36.3K +709 New
PP
132
Pacifica Partners
Canada
$34.1K +$358 +7 +1%
SRCM
133
Signature Resources Capital Management
California
$33.9K +$358 +7 +1%
LI
134
LRI Investments
Florida
$30.2K
DWA
135
Delos Wealth Advisors
Texas
$29.6K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$29K +$16.8K +329 +135%
NS
137
NBC Securities
Alabama
$25.2K +$256 +5 +1%
LFG
138
Larson Financial Group
Missouri
$24.1K +$24.2K +472 New
CAL
139
Capital Analysts LLC
Pennsylvania
$24K
FP
140
Financial Perspectives
Minnesota
$23.6K +$23.7K +463 New
HNB
141
Huntington National Bank
Ohio
$23.3K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$21K
AWM
143
AE Wealth Management
Kansas
$19.2K -$2.61K -51 -12%
GI
144
GAMMA Investing
California
$15.9K +$16K +312 New
TCM
145
Triumph Capital Management
Colorado
$15.5K +$15.6K +304 New
CTB
146
Country Trust Bank
Illinois
$14.8K +$14.8K +290 New
IRC
147
Investors Research Corp
Georgia
$13.6K +$13.7K +267 New
RCM
148
Raleigh Capital Management
North Carolina
$13.1K +$13.1K +256 New
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$13K -$73.9K -1,443 -85%
Franklin Resources
150
Franklin Resources
California
$11.2K +$102 +2 +0.9%