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JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

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: 14 → 17 (+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: 165 → 169 (+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
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$424M
2
JIC
Johnson Investment Counsel
Ohio
+$80.6M
3
NP
NorthRock Partners
Minnesota
+$34.5M
4
TIM
Tortoise Investment Management
New York
+$29.5M
5
AIM
Acropolis Investment Management
Missouri
+$18.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$78.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$57M
3
Morgan Stanley
Morgan Stanley
New York
-$49M
4
M&T Bank
M&T Bank
New York
-$45.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$34.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
176
World Investment Advisors
California
– -$242K -4,736 Closed
MOS
177
MGO One Seven
Ohio
– -$205K -4,007 Closed
Bessemer Group
178
Bessemer Group
New Jersey
– -$40K -776 Closed
PP
179
Pacifica Partners
Canada
– -$34.1K -670 Closed
DWA
180
Delos Wealth Advisors
Texas
– -$29.6K -579 Closed
RCM
181
Raleigh Capital Management
North Carolina
– -$13.1K -256 Closed
MSWA
182
Marshall & Sterling Wealth Advisors
New York
– -$2.3K -45 Closed
FHA
183
Flagship Harbor Advisors
Massachusetts
– -$1.38K -27 Closed
4 5 6 7
8