JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

Overview Fund Activity

94 hedge funds and large institutions have $2.2B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+94
Holders Change %
–
% of All Funds
1.26%
Holding in Top 10
8
Holding in Top 10 Change
+8
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
94
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$543M
2
NP
NorthRock Partners
Minnesota
$387M
3
LPL Financial
LPL Financial
California
$235M
4
Ameriprise
Ameriprise
Minnesota
$176M
5
HC
Hamilton Capital
Ohio
$152M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$543M +$543M +10,818,420 New
NP
2
NorthRock Partners
Minnesota
$387M +$387M +7,711,342 New
LPL Financial
3
LPL Financial
California
$235M +$235M +4,689,747 New
Ameriprise
4
Ameriprise
Minnesota
$176M +$176M +3,498,838 New
HC
5
Hamilton Capital
Ohio
$152M +$152M +3,030,509 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$141M +$141M +2,815,302 New
AT
7
Avalon Trust
New Mexico
$63.5M +$63.5M +1,265,990 New
APG
8
Abacus Planning Group
South Carolina
$46.4M +$46.4M +923,948 New
KAS
9
Kestra Advisory Services
Texas
$39.5M +$39.5M +786,926 New
GIM
10
Goelzer Investment Management
Indiana
$38.3M +$38.3M +762,196 New
OIA
11
OneDigital Investment Advisors
Kansas
$38.1M +$38.1M +759,985 New
BFA
12
Bill Few Associates
Pennsylvania
$36.2M +$36.2M +720,573 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$35.5M +$35.5M +707,098 New
CRC
14
Curi RMB Capital
Illinois
$25.4M +$25.4M +505,766 New
Raymond James Financial
15
Raymond James Financial
Florida
$24M +$24M +478,775 New
BAS
16
Brueske Advisory Services
Washington
$23.7M +$23.7M +471,317 New
Wells Fargo
17
Wells Fargo
California
$22.7M +$22.7M +451,500 New
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$21.5M +$21.5M +428,791 New
Morgan Stanley
19
Morgan Stanley
New York
$20.1M +$20.1M +399,529 New
CWA
20
Choice Wealth Advisors
Maine
$15.7M +$15.7M +312,589 New
UBS Group
21
UBS Group
Switzerland
$14M +$14M +278,982 New
MWM
22
Modern Wealth Management
Kansas
$13.7M +$13.7M +273,309 New
Stifel Financial
23
Stifel Financial
Missouri
$11.9M +$11.9M +236,825 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.95M +$7.95M +158,356 New
IWC
25
Integrated Wealth Concepts
Massachusetts
$5.65M +$5.65M +112,637 New
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