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
AF
151
Allworth Financial
California
$8.28K
CWM
152
Copia Wealth Management
Oregon
$7.96K
APW
153
Aventura Private Wealth
Florida
$7.8K
FFA
154
Founders Financial Alliance
North Carolina
$4.59K
MSWA
155
Marshall & Sterling Wealth Advisors
New York
$2.3K
CSC
156
Caldwell Sutter Capital
California
$1.99K
SIS
157
Sound Income Strategies
Florida
$1.38K
FHA
158
Flagship Harbor Advisors
Massachusetts
$1.38K
1IA
159
1620 Investment Advisors
Massachusetts
$1.12K
RF
160
Rossby Financial
Florida
$715
FFA
161
Farther Finance Advisors
California
$664
LWMI
162
Legacy Wealth Management (Idaho)
Idaho
$562
Kovitz Investment Group Partners
163
Kovitz Investment Group Partners
Illinois
BAS
164
Brueske Advisory Services
Washington
Jane Street
165
Jane Street
New York
Citadel Advisors
166
Citadel Advisors
Florida
AF
167
Alerus Financial
North Dakota
C
168
Certuity
Florida
AAS
169
Annex Advisory Services
Wisconsin
ASN
170
Advisory Services Network
Georgia
EB
171
Eastern Bank
Massachusetts
CFB
172
Cullen/Frost Bankers
Texas
GF
173
GGM Financials
Ohio
PS
174
Principal Securities
Iowa
WANY
175
Wealthspire Advisors (New York)
New York