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