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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
IW
151
Imprint Wealth
South Carolina
$10.3K -$10.3K -201 -50%
IAIM
152
International Assets Investment Management
Florida
$8.58K +$8.6K +168 New
AF
153
Allworth Financial
California
$8.28K +$1.69K +33 +26%
CWM
154
Copia Wealth Management
Oregon
$7.96K +$7.98K +156 New
APW
155
Aventura Private Wealth
Florida
$7.8K
MWA
156
Medallion Wealth Advisors
Connecticut
$7.35K
FFA
157
Founders Financial Alliance
North Carolina
$4.59K
SWP
158
Strategic Wealth Partners
Ohio
$2.39K +$51 +1 +2%
MSWA
159
Marshall & Sterling Wealth Advisors
New York
$2.3K -$8.24K -161 -78%
CSC
160
Caldwell Sutter Capital
California
$1.99K
SIS
161
Sound Income Strategies
Florida
$1.38K
FHA
162
Flagship Harbor Advisors
Massachusetts
$1.38K +$1.38K +27 New
1IA
163
1620 Investment Advisors
Massachusetts
$1.12K
RF
164
Rossby Financial
Florida
$715 +$717 +14 New
FFA
165
Farther Finance Advisors
California
$664 -$7.63K -149 -92%
LWMI
166
Legacy Wealth Management (Idaho)
Idaho
$562 +$563 +11 New
Kovitz Investment Group Partners
167
Kovitz Investment Group Partners
Illinois
-$25M -490,440 Closed
BAS
168
Brueske Advisory Services
Washington
-$24M -470,328 Closed
Jane Street
169
Jane Street
New York
-$3.57M -70,014 Closed
Citadel Advisors
170
Citadel Advisors
Florida
-$3.07M -60,103 Closed
AF
171
Alerus Financial
North Dakota
-$1.2M -23,500 Closed
C
172
Certuity
Florida
-$510K -9,995 Closed
AAS
173
Annex Advisory Services
Wisconsin
-$504K -9,887 Closed
ASN
174
Advisory Services Network
Georgia
-$68.8K -1,349 Closed
EB
175
Eastern Bank
Massachusetts
-$31.9K -626 Closed