Who Owns JPMorgan Mortgage-Backed Securities ETF (JMTG)?Hedge Fund & Institutional Holders

$51.28+0.10 (+0.20%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -4

Price History

$49.68$50.27$50.86$51.45$52.04Jun 25Nov 25Mar 26

JMTG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+215K+$742.3B
JPMORGAN CHASE & COIncreased+3.0M+$151.7B
BAILARD, INC.New Position+1.5M+$74.1B
Acropolis Investment Management, LLCNew Position+1.4M+$69.7B
Bill Few Associates, Inc.New Position+759K+$38.7B
FIRST NATIONAL BANK SIOUX FALLSNew Position+581K+$29.7B
AMERIPRISE FINANCIAL INCIncreased+584K+$29.1B
BlueStem Wealth Partners, LLCNew Position+538K+$27.5B
Focus Partners WealthIncreased+500K+$24.8B
Choice Wealth Advisors, LLCNew Position+316K+$16.1B
JONES FINANCIAL COMPANIES LLLPNew Position+228K+$11.0B
RAYMOND JAMES FINANCIAL INCIncreased+236K+$9.9B
HSBC HOLDINGS PLCIncreased+184K+$9.4B
SSI INVESTMENT MANAGEMENT LLCNew Position+156K+$8.0B
Cornerstone Wealth Management, LLCNew Position+85K+$4.3B

JMTG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
M&T BANK CORPDecreased-4.5M-$228.4B
Kovitz Investment Group Partners, LLCClosed Position-490K-$25.0B
OSAIC HOLDINGS, INC.Decreased-125K-$7.5B
BREAKTHRU ADVISORY SERVICES, LLCDecreased-7K-$5.0B
JANE STREET GROUP, LLCClosed Position-70K-$3.6B
HighTower Advisors, LLCDecreased-3K-$3.5B
CITADEL ADVISORS LLCClosed Position-60K-$3.1B
CHOREO, LLCDecreased-188-$2.5B
Creative PlanningDecreased-27K-$2.2B
OneDigital Investment Advisors LLCDecreased-26K-$2.0B
Keel Point, LLCDecreased-18K-$1.6B
Beacon Pointe Advisors, LLCDecreased-3K-$1.4B
ALERUS FINANCIAL NAClosed Position-24K-$1.2B
UBS Group AGDecreased-22K-$1.1B
&PARTNERSDecreased-74-$778.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JPMORGAN CHASE & CO24,477,522$1.2T78.42%Share
2BANK OF AMERICA CORP /DE/12,666,398$646.0B46.99%Share
3JPMORGAN CHASE & CO11,238,395$573.0B35.97%Share
4AMERIPRISE FINANCIAL INC5,107,976$260.0B58.76%Share
5JPMORGAN CHASE & CO4,499,387$229.0B14.38%Share
6BAILARD, INC.1,450,504$74.1B1.64%Share
7Acropolis Investment Management, LLC1,364,694$69.7B3.13%Share
8BANK OF AMERICA CORP /DE/994,755$50.0B3.64%Share
9MERCER GLOBAL ADVISORS INC /ADV967,873$49.0B74.69%Share
10BANK OF AMERICA CORP /DE/935,384$47.0B3.42%Share
11OneDigital Investment Advisors LLC877,336$44.0B431.25%Share
12HSBC HOLDINGS PLC809,593$41.3B23.50%Share
13Goelzer Investment Management, Inc.809,486$41.3B1.92%Share
14Bill Few Associates, Inc.758,534$38.7B9.52%Share
15FIRST NATIONAL TRUST CO738,014$37.0B1.23%Share
16FIRST NATIONAL BANK SIOUX FALLS579,927$29.6B8.86%Share
17BlueStem Wealth Partners, LLC537,942$27.5B3.03%Share
18Focus Partners Wealth504,668$25.0B28.49%Share
19Curi Capital, LLC443,142$22.0B381.22%Share
20WELLS FARGO & COMPANY/MN373,960$19.0B3.46%Share
21RAYMOND JAMES FINANCIAL INC339,568$17.0B5.29%Share
22Choice Wealth Advisors, LLC315,673$16.1B6.37%Share
23RAYMOND JAMES FINANCIAL INC332,871$16.0B4.98%Share
24BANK OF MONTREAL /CAN/295,684$15.0B5.20%Share
25Modern Wealth Management, LLC277,267$14.2B258.15%Share
26UBS Group AG253,000$12.9B2.09%Share
27STIFEL FINANCIAL CORP247,165$12.0B10.79%Share
28JONES FINANCIAL COMPANIES LLLP227,479$11.0B6.71%Share
29SSI INVESTMENT MANAGEMENT LLC155,741$8.0B0.54%Share
30Equitable Holdings, Inc.139,669$7.0B47.86%Share
31JPMORGAN CHASE & CO153,512$7.0B0.44%Share
32OSAIC HOLDINGS, INC.131,769$6.0B8.77%Share
33WELLS FARGO & COMPANY/MN109,376$5.0B0.91%Share
34Cornerstone Wealth Management, LLC84,610$4.3B0.22%Share
35Beverly Hills Private Wealth, LLC82,312$4.2B0.74%Share
36COMMONWEALTH EQUITY SERVICES, LLC88,305$4.0B5.33%Share
37Central Pacific Bank - Trust Division69,050$3.5B0.43%Share
38UMB Bank, n.a.74,259$3.0B39.90%Share
39Curi Capital, LLC61,718$3.0B51.98%Share
40Galvin, Gaustad & Stein, LLC43,234$2.2B0.17%Share
41JPMORGAN CHASE & CO54,968$2.0B0.13%Share
42Private Advisor Group, LLC46,233$2.0B9.41%Share
43JPMORGAN CHASE & CO45,035$2.0B0.13%Share
44Tortoise Investment Management, LLC38,660$2.0B0.17%Share
45Sigma Planning Corp38,301$2.0B0.05%Share
46M&T BANK CORP31,675$1.9B6.10%Share
47YARGER WEALTH STRATEGIES, LLC25,798$1.3B0.57%Share
48PFG Advisors21,287$1.1B0.05%Share
49Western Wealth Management, LLC29,592$1.0B0.05%Share
50FIRST NATIONAL BANK OF OMAHA37,118$1.0B0.06%Share

JMTG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025160$3.8T+71
Q3 202589$3.5T+4
Q2 202585$2.0T—

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As of Q4 2025, 50 institutional investors hold JMTG (JPMorgan Mortgage-Backed Securities ETF). The largest holder is JPMORGAN CHASE & CO with $1.2T in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own JMTG?

As of Q4 2025, 50 institutional investors report holding JMTG (JPMorgan Mortgage-Backed Securities ETF) in their 13F filings.

Who is the largest institutional holder of JMTG?

The largest institutional holder of JMTG is JPMORGAN CHASE & CO with $1.2T in shares.

Is institutional ownership of JMTG increasing or decreasing?

This quarter, 9 institutions opened new positions in JMTG and 4 closed their positions.