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JMTG

JPMorgan Mortgage-Backed Securities ETF
JMTG

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
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
Osaic Holdings
21
Osaic Holdings
Arizona
$14.7M +$14.7M +293,703 New
SA
22
Sanctuary Advisors
Indiana
$14.4M +$14.4M +286,369 New
UBS Group
23
UBS Group
Switzerland
$14M +$14M +278,982 New
MWM
24
Modern Wealth Management
Kansas
$13.7M +$13.7M +272,786 New
Stifel Financial
25
Stifel Financial
Missouri
$11.9M +$11.9M +236,825 New
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