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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
MG
151
Mather Group
Illinois
$10.7K +$10.8K +210 New
IW
152
Imprint Wealth
South Carolina
$10.3K
Franklin Resources
153
Franklin Resources
California
$9.64K -$1.59K -31 -14%
VWA
154
VSM Wealth Advisory
Maryland
$8.98K +$9.02K +176 New
AF
155
Allworth Financial
California
$8.27K
HNB
156
Huntington National Bank
Ohio
$8.11K
CWM
157
Copia Wealth Management
Oregon
$7.96K
MWA
158
Medallion Wealth Advisors
Connecticut
$7.34K
RFS
159
Richardson Financial Services
Massachusetts
$5.41K
FFA
160
Founders Financial Alliance
North Carolina
$4.59K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$4.46K -$24.8K -485 -85%
BA
162
Ballast Advisors
Minnesota
$2.81K +$2.82K +55 New
SWP
163
Strategic Wealth Partners
Ohio
$2.41K
CSC
164
Caldwell Sutter Capital
California
$1.99K
SIS
165
Sound Income Strategies
Florida
$1.37K
ACA
166
Aptus Capital Advisors
Alabama
$1.27K +$1.28K +25 New
1IA
167
1620 Investment Advisors
Massachusetts
$1.12K
LWMI
168
Legacy Wealth Management (Idaho)
Idaho
$1.07K +$512 +10 +91%
RF
169
Rossby Financial
Florida
$712
FFA
170
Farther Finance Advisors
California
$661
KP
171
Keel Point
Alabama
-$1.65M -32,376 Closed
Corient Private Wealth
172
Corient Private Wealth
Florida
-$688K -13,420 Closed
WP
173
Walleye Partners
Wisconsin
-$471K -9,231 Closed
TSS
174
Two Sigma Securities
New York
-$306K -5,992 Closed
SG
175
StoneX Group
New York
-$256K -5,012 Closed