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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
JP Morgan Chase
1
JP Morgan Chase
New York
$2.07B +$155M +3,035,862 +8%
Bank of America
2
Bank of America
North Carolina
$745M +$11M +215,175 +1%
NP
3
NorthRock Partners
Minnesota
$463M +$40.3M +788,197 +10%
Morgan Stanley
4
Morgan Stanley
New York
$333M +$22.4M +438,322 +7%
Ameriprise
5
Ameriprise
Minnesota
$261M +$29.9M +584,414 +13%
LPL Financial
6
LPL Financial
California
$256M +$19M +370,761 +8%
M&T Bank
7
M&T Bank
New York
$216M -$17M -332,725 -7%
HC
8
Hamilton Capital
Ohio
$186M +$187M +3,649,914 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$152M +$2.5M +48,937 +2%
B
10
Bailard
California
$74.1M +$7.7M +150,367 +12%
AIM
11
Acropolis Investment Management
Missouri
$69.7M +$69.8M +1,364,694 New
AT
12
Avalon Trust
New Mexico
$68M +$1.78M +34,705 +3%
SIA
13
SkyView Investment Advisors
New Jersey
$50.5M -$1.2M -23,457 -2%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$50.3M
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$49.4M +$751K +14,666 +2%
OBWP
16
O'Brien Wealth Partners
Massachusetts
$49.3M +$705K +13,774 +1%
KAS
17
Kestra Advisory Services
Texas
$46.4M +$3.88M +75,849 +9%
OPAM
18
Ocean Park Asset Management
California
$46M
OIA
19
OneDigital Investment Advisors
Kansas
$44.8M -$1.31M -25,546 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$42.8M +$1.49M +29,116 +4%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$41.3M +$9.42M +184,067 +29%
GIM
22
Goelzer Investment Management
Indiana
$41.3M +$1.66M +32,371 +4%
BFA
23
Bill Few Associates
Pennsylvania
$38.7M +$918K +17,933 +2%
FNT
24
First National Trust
Pennsylvania
$37.7M +$1.22M +23,894 +3%
Raymond James Financial
25
Raymond James Financial
Florida
$35.2M +$12.1M +236,445 +52%