Skip to content
Disclosery

JMTG J P MORGAN EXCHANGE TRADED F

Follow

MORTGAGE BACKED (fund)

165 managers (167 13F filers) reported a position in JMTG shares at 2026-06-30, 121,873,392 shares in all. 18 filers opened a position and 20 filers sold out during the quarter.

Managers
165
13F filers
167
New
18
Added
67
Reduced
54
Sold out
20
Shares held by filers
121,873,392

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,687,106$2.42B0.14%-1,097,86313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,595,712$740M0.05%+274,14813F-HRTimelineGroup
NorthRock Partners, LLC8,082,572$410M5.95%-1,662,82813F-HRTimeline
LPL Financial LLC4,681,551$237M0.05%-95,33913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,519,915$229M0.67%+1,173,87513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,381,196$222M0.01%-1,183,18713F-HRTimelineGroup
Hamilton Capital, LLC3,845,227$195M9.65%+46,90013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,503,450$177M0.04%-69,90713F-HRTimelineGroup
Acropolis Investment Management, LLC2,081,437$105M4.16%+355,78613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,960,299$98.7M0.17%+99,72813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,575,261$79.8M0.58%+1,73313F-HRTimeline
BAILARD, INC.1,511,914$76.6M1.56%+55,75113F-HRTimeline
Avalon Trust Co1,343,889$68.1M4.19%+6,78713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC967,948$49.1M0.02%-10,08813F-HRTimelineGroup
BlueStem Wealth Partners, LLC957,738$48.5M4.83%+226,52913F-HRTimeline
Ocean Park Asset Management, LLC900,978$45.7M2.2%013F-HRTimeline
First National Trust Co895,717$45.4M1.54%+54,05513F-HRTimeline
Cambridge Investment Research Advisors,…895,067$45.4M0.1%+23,65613F-HR/ATimeline
OneDigital Investment Advisors LLC887,331$45M0.38%-2,15513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding857,025$43.4M-172,825Timeline
Bill Few Associates, Inc.855,925$43.4M9.27%+79,14913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding831,569$42.1M+137,820Timeline
Goelzer Investment Management, Inc.807,941$40.9M1.78%-11,66113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS804,293$40.8M0.06%-211,89913F-HRTimeline
Tortoise Investment Management, LLC705,007$35.7M2.66%+89,76813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth687,816$34.9M0.04%+142,34513F-HRTimelineGroup
Curi Capital, LLC680,307$34.5M0.53%+5,38513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC663,629$33.6M0.01%-91613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN638,916$32.4M0.01%+110,72213F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS611,824$31.2M8.55%013F-HRTimeline
Sanctuary Advisors, LLC596,769$30.2M0.14%+38,47413F-HRTimeline
Diversified Portfolios, Inc.591,070$30M2.17%+558,73013F-HRTimeline
CABOT WEALTH MANAGEMENT INC480,901$24.4M2.48%new13F-HRTimeline
Abacus Planning Group, Inc.383,519$19.4M2.4%-84,27213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp375,601$19M<0.01%+23,99513F-HRTimelineGroup
Choice Wealth Advisors LLC337,241$17.1M6%+12,65513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV306,227$15.5M0.02%+8,94713F-HR/ATimeline
HighPoint Advisor Group LLC301,964$15.3M0.54%-146,84713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP287,146$14.6M0.01%+26,84313F-HRTimelineGroup
TrustBankin group TrustBank260,306$13.2M4.48%+62913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP245,462$12.4M0.01%-9,47113F-HRTimelineGroup
Modern Wealth Management, LLC235,582$11.9M0.14%-38,18113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC231,534$11.7M0.68%-77,17413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC207,420$10.5M<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/188,720$9.56M<0.01%-21,05513F-HRTimelineGroup
Integrated Wealth Concepts LLC174,914$8.86M0.04%+61,19813F-HRTimeline
Beverly Hills Private Wealth, LLC166,840$8.46M1.63%+17,06413F-HRTimeline
INVENIO WEALTH PARTNERS LLC165,645$8.39M3.01%+4,21813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC160,399$8.13M0.01%+128,46013F-HRTimelineGroup
Cetera Investment Advisers148,190$7.51M0.01%+27,17113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.141,490$7.17M0.04%-4,71213F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.105,281$5.34M0.59%+6,94213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,173$5.18M0.01%+68613F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC96,604$4.9M0.36%+29,15213F-HRTimeline
Central Pacific Bank - Trust Division95,070$4.82M0.49%-40,22513F-HRTimeline
Cornerstone Wealth Management, LLC87,218$4.42M0.19%+87613F-HRTimeline
UBS Group AGin group UBS Group AG86,919$4.41M<0.01%-57,70413F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC84,183$4.27M14.33%-7,03713F-HRTimeline
FinArc Investments, Inc.83,354$4.22M3.83%+1,77013F-HRTimeline
Private Advisor Group, LLC80,996$4.1M0.02%+37,69213F-HRTimeline
HighTower Advisors, LLC68,977$3.5M<0.01%+1,41713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,068$3.35M<0.01%-7,75313F-HRTimeline
Allen Capital Group, LLC63,808$3.23M0.27%-68613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC63,573$3.22M0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,257$3.1M<0.01%-8,87813F-HRTimelineGroup
UMB Bank, n.a.61,184$3.1M0.04%-11,49413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Janney Montgomery Scott LLC59,108$3M0.01%+1,07113F-HRTimeline
ESL Trust Services, LLC58,086$2.94M0.5%+4,05313F-HRTimeline
Vestmark Advisory Solutions, Inc.57,618$2.92M0.03%new13F-HRTimeline
Avise Financial Cooperative, Inc.54,646$2.77M1.96%+5,00713F-HRTimeline
CHOREO, LLC50,350$2.55M0.03%+1,21513F-HRTimeline
Perennial Advisors, LLC44,290$2.24M0.35%+7,18413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,138$2.24M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP43,549$2.21M<0.01%+6,57513F-HRTimelineGroup
NewEdge Advisors, LLC43,258$2.19M0.01%-17,69813F-HRTimeline
Independence Bank of Kentucky41,857$2.12M0.24%-3,06313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…41,325$2.09M0.03%-10,67113F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA37,420$1.9M0.05%-1,99813F-HRTimelineGroup
Western Wealth Management, LLC33,891$1.72M0.06%+1,64613F-HRTimeline
Hudson Portfolio Management LLC31,925$1.62M1.22%+13,50013F-HRTimeline
DAVENPORT & Co LLC31,588$1.6M0.01%-30713F-HRTimeline
Global Retirement Partners, LLC31,386$1.59M0.02%13F-HRTimeline
Dorsey & Whitney Trust CO LLC28,416$1.44M0.07%013F-HRTimeline
RFG Advisory, LLC28,171$1.43M0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,694$1.3M<0.01%-81,57113F-HRTimelineGroup
CDKV HOLDINGS LLC22,674$1.15M0.9%-42213F-HRTimeline
Advisory Services Network, LLC22,603$1.15M0.01%+12,69413F-HRTimeline
Beacon Pointe Advisors, LLC20,945$1.06M<0.01%-72613F-HRTimeline
Sigma Planning Corp20,889$1.06M0.03%-12,72513F-HRTimeline
PFG Advisors20,850$1.06M0.05%-56113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC19,874$1.01M0.16%-38213F-HRTimeline
Atria Investments, Inc18,289$927K0.01%+7913F-HRTimeline
Mariner, LLCin group Mariner, LLC17,016$862K<0.01%-40,25013F-HRTimelineGroup
Creative Planningin group Creative Planning16,224$822K<0.01%-19513F-HRTimelineGroup
HB Wealth Management, LLC15,527$787K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,216$771K<0.01%+7,11413F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC14,905$750K0.27%-6,81513F-HRTimeline
Vise Technologies, Inc.14,605$740K0.01%-1,60113F-HRTimeline
OLD MISSION CAPITAL LLC13,731$696K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,563$687K0.01%+38613F-HRTimelineGroup
AAF Wealth Management, LLC13,120$665K0.25%+9813F-HRTimeline
Centurion Wealth Management LLC12,249$621K0.15%-6,63413F-HRTimeline
MML INVESTORS SERVICES, LLC12,163$616K<0.01%+6,40613F-HRTimeline
Cadence Wealth Management LLC11,672$592K0.26%-2,27313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,326$523K0.03%+15013F-HRTimeline
D.A. DAVIDSON & CO.9,286$471K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,240$468K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,638$438K<0.01%+3513F-HRTimelineGroup
Founders Financial Alliance, LLC8,473$429K0.06%+8,38313F-HRTimeline
Steward Partners Investment Advisory, L…8,361$424K<0.01%+15213F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,255$418K0.01%+1513F-HRTimeline
Midwest Trust Co7,374$374K<0.01%-1,89913F-HRTimeline
AE Wealth Management LLC7,174$364K<0.01%+6,80113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,739$342K0.01%-7,89713F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,438$326K0.05%013F-HRTimelineGroup
Summit Trail Advisors, LLC6,356$322K<0.01%+6813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,866$297K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,836$245K<0.01%+2,40813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,643$235K<0.01%-9813F-HRTimelineGroup
Koshinski Asset Management, Inc.4,562$231K0.01%-92813F-HRTimeline
Arkadios Wealth Advisors4,168$211K<0.01%+3713F-HRTimeline
Medallion Wealth Advisors, LLC3,419$209K0.07%+3,27513F-HRTimeline
Savant Capital, LLC4,060$206K<0.01%-1,47913F-HRTimeline
Arax Advisory Partners3,297$167K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,282$116K<0.01%+1,49113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,041$103K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC1,857$94.1K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,809$91.7K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,794$90.9K<0.01%-7013F-HRTimelineGroup
ALERUS FINANCIAL NA1,524$77.2K<0.01%new13F-HRTimeline
Waverly Advisors, LLC1,443$73.1K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,322$67K<0.01%-35013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.992$50.3K0.03%013F-HRTimeline
PRIVATE TRUST CO NA867$43.9K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS801$40.6K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS753$38.2K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.740$37.5K<0.01%013F-HRTimelineGroup
BFSG, LLC709$35.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC681$34.5K<0.01%+39413F-HRTimeline
Signature Resources Capital Management,…669$33.9K0.01%013F-HRTimeline
MATHER GROUP, LLC.642$32.5K<0.01%+43213F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC637$32.3K<0.01%-1913F-HRTimelineGroup
LRI Investments, LLC591$30K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC466$24K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc473$24K0.01%+513F-HRTimeline
LANARK FINANCIAL, INC.451$22.9K<0.01%-4713F-HRTimeline
HARBOUR INVESTMENTS, INC.444$22.5K<0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC340$17.2K<0.01%-1113F-HRTimelineGroup
Aventura Private Wealth, LLC340$17.2K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC315$16K<0.01%new13F-HRTimeline
Triumph Capital Management304$15.4K<0.01%013F-HRTimeline
YANKCOM Partnership304$15.4K0.01%new13F-HRTimeline
COUNTRY TRUST BANK290$14.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT240$12.2K<0.01%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources198$10K<0.01%+913F-HRTimelineGroup
Allworth Financial LP162$8.22K<0.01%013F-HRTimeline
Copia Wealth Management156$7.91K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.106$5.37K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.48$2.42K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.39$1.98K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$1.11K<0.01%013F-HRTimeline
Rossby Financial, LCC14$710<0.01%013F-HRTimeline
VIMA LLC10$507<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC6$316<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC3$152<0.01%new13F-HRTimeline