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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$424M |
| 2 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
+$80.6M |
| 3 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$34.5M |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$29.5M |
| 5 |
AIM
Acropolis Investment Management
St. Louis,
Missouri
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$78.8M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$57M |
| 3 |
Morgan Stanley
New York
|
-$49M |
| 4 |
M&T Bank
Buffalo,
New York
|
-$45.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$34.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIA
176
World Investment Advisors
Santa Barbara,
California
| – | -$242K | -4,736 | Closed |
|
|
MOS
177
MGO One Seven
Beachwood,
Ohio
| – | -$205K | -4,007 | Closed |
|
178
Bessemer Group
Woodbridge,
New Jersey
| – | -$40K | -776 | Closed |
|
|
PP
179
Pacifica Partners
Surrey,
Canada
| – | -$34.1K | -670 | Closed |
|
|
DWA
180
Delos Wealth Advisors
Dallas,
Texas
| – | -$29.6K | -579 | Closed |
|
|
RCM
181
Raleigh Capital Management
Cary,
North Carolina
| – | -$13.1K | -256 | Closed |
|
|
MSWA
182
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$2.3K | -45 | Closed |
|
|
FHA
183
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1.38K | -27 | Closed |
|
JMTG Hedge Fund Activity: Q1 2026 in Review
169 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q1 2026, worth a combined $6.3B — up 5.6% from $5.97B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new JMTG positions and 13 closed out — a net gain of 8 holders — while 70 added to existing stakes and 45 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $424M. The largest seller was Ameriprise, cutting an estimated $78.8M.
- 169 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q1 2026, up from 165 in Q4 2025.
- Funds reported $6.3B of JPMorgan Mortgage-Backed Securities ETF stock for Q1 2026, up 5.6% quarter-over-quarter.
- 21 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q1 2026 and 13 closed out, a net change of +8 holders.
- The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $424M added.
- The largest JPMorgan Mortgage-Backed Securities ETF seller in Q1 2026 was Ameriprise, an estimated $78.8M sold.
Based on aggregated 13F filings for Q1 2026.