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JMTG

JPMorgan Mortgage-Backed Securities ETF

135 hedge funds and large institutions have $5.3B invested in JPMorgan Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 8

137% more capital invested

Capital invested by funds: $2.23B → $5.3B (+$3.06B)

88.54% more ownership

Funds ownership: 0%88.54% (+89%)

41% more funds holding

Funds holding: 96135 (+39)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

Holders
135
Holders Change
+39
Holders Change %
+40.63%
% of All Funds
1.77%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
52
Increased
33
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.91B +$1.34B +26,659,037 +246%
Bank of America
2
Bank of America
North Carolina
$733M +$725M +14,381,362 New
NP
3
NorthRock Partners
Minnesota
$422M +$28.9M +572,894 +7%
Morgan Stanley
4
Morgan Stanley
New York
$310M +$286M +5,683,465 +1,423%
LPL Financial
5
LPL Financial
California
$237M -$2.3M -45,594 -1%
M&T Bank
6
M&T Bank
New York
$233M +$230M +4,568,517 New
Ameriprise
7
Ameriprise
Minnesota
$231M +$51.8M +1,028,220 +29%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$149M +$5.48M +108,757 +4%
B
9
Bailard
California
$66.3M +$65.5M +1,300,137 New
AT
10
Avalon Trust
New Mexico
$66.1M +$1.55M +30,729 +2%
SIA
11
SkyView Investment Advisors
New Jersey
$51.6M +$51M +1,012,054 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$50.3M +$49.7M +985,755 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$48.6M +$48M +953,207 New
OBWP
14
O'Brien Wealth Partners
Massachusetts
$48.6M +$48M +952,200 New
OIA
15
OneDigital Investment Advisors
Kansas
$46M +$7.2M +142,897 +19%
OPAM
16
Ocean Park Asset Management
California
$45.9M +$45.4M +900,978 New
KAS
17
Kestra Advisory Services
Texas
$42.5M +$2.35M +46,653 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$41.2M +$5.12M +101,573 +14%
GIM
19
Goelzer Investment Management
Indiana
$39.6M +$752K +14,919 +2%
BFA
20
Bill Few Associates
Pennsylvania
$37.8M +$1.01M +20,028 +3%
FNT
21
First National Trust
Pennsylvania
$36.4M +$36M +714,120 New
APG
22
Abacus Planning Group
South Carolina
$34M -$13M -258,252 -28%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$31.9M +$31.5M +625,526 New
FNBSF
24
First National Bank Sioux Falls
South Dakota
$29.2M +$28.9M +573,072 New
CRC
25
Curi RMB Capital
Illinois
$25M -$746K -14,799 -3%

JMTG Hedge Fund Activity: Q3 2025 in Review

135 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Mortgage-Backed Securities ETF (JMTG) for Q3 2025, worth a combined $5.3B — up 137% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new JMTG positions and 8 closed out — a net gain of 44 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.34B. The largest seller was Abacus Planning Group, cutting an estimated $13M.

  • 135 institutional investors held JPMorgan Mortgage-Backed Securities ETF (JMTG) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $5.3B of JPMorgan Mortgage-Backed Securities ETF stock for Q3 2025, up 137% quarter-over-quarter.
  • 52 funds opened new JPMorgan Mortgage-Backed Securities ETF positions in Q3 2025 and 8 closed out, a net change of +44 holders.
  • The largest JPMorgan Mortgage-Backed Securities ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $1.34B added.
  • The largest JPMorgan Mortgage-Backed Securities ETF seller in Q3 2025 was Abacus Planning Group, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2025.