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Disclosery

JMTG J P MORGAN EXCHANGE TRADED F

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MORTGAGE BACKED (fund)

135 managers (135 13F filers) reported a position in JMTG shares at 2025-09-30, 103,831,687 shares in all. 51 filers opened a position and 8 filers sold out during the quarter.

Managers
135
13F filers
135
New
51
Added
33
Reduced
38
Sold out
8
Shares held by filers
103,831,687

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 & CO37,477,457$1.91B0.12%+26,659,03713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,381,362$733M0.05%new13F-HR/ATimelineGroup
NorthRock Partners, LLC8,284,236$422M7.64%+572,89413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,082,994$310M0.02%+5,683,46513F-HR/ATimelineGroup
LPL Financial LLC4,644,153$237M0.07%-45,59413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,568,517$233M0.78%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,527,058$231M0.05%+1,028,22013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,924,059$149M0.23%+108,75713F-HRTimeline
BAILARD, INC.1,300,137$66.3M1.44%new13F-HRTimeline
Avalon Trust Co1,296,719$66.1M4.29%+30,72913F-HRTimeline
SkyView Investment Advisors, LLC1,012,054$51.6M6.51%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS985,755$50.3M0.1%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV953,207$48.6M0.08%new13F-HRTimeline
O'Brien Wealth Partners LLC952,200$48.6M6.58%new13F-HRTimeline
OneDigital Investment Advisors LLC902,882$46M0.47%+142,89713F-HRTimeline
Ocean Park Asset Management, LLC900,978$45.9M1.89%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding833,579$42.5M+46,241Timeline
Cambridge Investment Research Advisors,…808,671$41.2M0.11%+101,57313F-HRTimeline
Goelzer Investment Management, Inc.777,115$39.6M2.1%+14,91913F-HRTimeline
Bill Few Associates, Inc.740,601$37.8M9.73%+20,02813F-HRTimeline
First National Trust Co714,120$36.4M1.25%new13F-HRTimeline
Abacus Planning Group, Inc.665,696$34M4.68%-258,25213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC625,526$31.9M0.02%new13F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS573,072$29.2M9.11%new13F-HRTimeline
Curi Capital, LLC490,967$25M0.46%-14,79913F-HRTimeline
NorthCoast Asset Management LLC490,440$25M0.1%+61,64913F-HRTimeline
Brueske Advisory Services, LLC470,328$24M13.08%-98913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC452,875$23.1M0.01%-25,90013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN407,355$20.8M<0.01%-44,14513F-HRTimelineGroup
Sanctuary Advisors, LLC330,888$16.9M0.1%+44,51913F-HR/ATimeline
Choice Wealth Advisors LLC311,970$15.9M6.82%-61913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/284,727$14.5M0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC275,942$14.1M0.28%+3,15613F-HRTimeline
UBS Group AGin group UBS Group AG275,423$14M<0.01%-3,55913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.266,671$13.5M0.02%-27,03213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp247,960$12.6M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP236,506$12.1M0.01%-31913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP181,799$9.25M0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC112,223$5.72M0.05%-41413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,348$5.27M0.04%+15,81313F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC97,393$4.97M3.27%new13F-HRTimeline
Cetera Investment Advisers90,606$4.62M0.01%+79,43413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,658$4.52M0.01%-69,69813F-HRTimeline
Beverly Hills Private Wealth, LLC87,856$4.48M0.79%new13F-HRTimeline
NewEdge Advisors, LLC87,290$4.45M0.02%+79,79813F-HRTimeline
Cornerstone Wealth Management, LLC80,170$4.09M0.23%+613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,014$3.57M<0.01%+27,12213F-HRTimelineGroup
Allen Capital Group, LLC69,580$3.55M0.34%-1,88713F-HRTimeline
HighTower Advisors, LLC67,885$3.46M<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,151$3.12M<0.01%-13,03413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,103$3.07M<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC53,973$2.75M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC53,647$2.74M<0.01%+15,58313F-HRTimelineGroup
Certified Advisory Corp52,699$2.69M0.26%new13F-HRTimeline
Independence Bank of Kentucky52,221$2.66M0.34%new13F-HRTimeline
Keel Point, LLC50,399$2.57M0.16%+8,40713F-HRTimeline
CHOREO, LLC49,582$2.53M0.03%-97013F-HRTimeline
Private Advisor Group, LLC45,339$2.31M0.01%-2,82313F-HRTimeline
ESL Trust Services, LLC43,293$2.21M0.43%-6313F-HRTimeline
Creative Planningin group Creative Planning43,188$2.2M<0.01%+26,16013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC42,530$2.17M<0.01%-10,01613F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA41,901$2.14M0.13%-56213F-HRTimelineGroup
Sigma Planning Corp36,623$1.87M0.05%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,284$1.85M<0.01%-3,00413F-HRTimelineGroup
DAVENPORT & Co LLC32,531$1.66M0.01%-62713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC29,816$1.52M0.7%-4,89613F-HRTimeline
Cadence Wealth Management LLC29,541$1.51M0.79%-7,46213F-HRTimeline
Beacon Pointe Advisors, LLC27,547$1.4M0.01%+3,15513F-HRTimeline
Western Wealth Management, LLC27,480$1.4M0.07%-5,34313F-HRTimeline
Dorsey & Whitney Trust CO LLC26,184$1.34M0.07%new13F-HRTimeline
PFG Advisors24,282$1.24M0.05%-19013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC23,778$1.21M0.2%-1,49313F-HRTimeline
ALERUS FINANCIAL NA23,500$1.2M0.06%new13F-HRTimeline
Diversified Portfolios, Inc.22,473$1.15M0.1%+10,74213F-HRTimeline
&PARTNERS15,271$779K<0.01%+3,13713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,670$697K0.04%-1,00313F-HRTimeline
MAI Capital Management13,106$668K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.12,859$656K<0.01%new13F-HRTimeline
AAF Wealth Management, LLC12,832$654K0.3%+25513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,827$654K0.02%+12,74613F-HRTimelineGroup
Midwest Trust Co11,591$591K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,031$512K<0.01%+9,87813F-HRTimelineGroup
CERTUITY, LLC9,995$510K0.04%new13F-HRTimeline
Annex Advisory Services, LLC9,887$504K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,241$471K<0.01%new13F-HRTimelineGroup
Summit Trail Advisors, LLC8,706$444K0.01%-1,62013F-HRTimeline
COMERICA BANK7,539$384K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,341$374K<0.01%-1,06013F-HR/ATimelineGroup
GRIES FINANCIAL LLC7,278$371K0.06%-4,27313F-HRTimeline
World Investment Advisors6,726$343K0.01%-3,65013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,438$328K0.06%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,488$280K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,392$275K<0.01%+4,46513F-HRTimeline
Koshinski Asset Management, Inc.5,376$274K0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,016$256K<0.01%-7913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,450$227K<0.01%+27413F-HRTimelineGroup
MGO ONE SEVEN LLC4,007$204K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,117$159K<0.01%+2,09213F-HRTimelineGroup
PRIVATE TRUST CO NA3,013$154K0.01%new13F-HRTimeline
Guerra Advisors Inc2,137$109K0.04%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,864$95.1K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,729$88.2K<0.01%-1913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,698$86.6K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC1,349$68.8K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.992$50.6K0.05%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC871$44.4K<0.01%+60113F-HRTimelineGroup
Pacifica Partners Inc.663$33.7K0.01%new13F-HRTimeline
Signature Resources Capital Management,…658$33.5K0.02%+513F-HRTimeline
EASTERN BANK626$31.9K<0.01%new13F-HRTimeline
LRI Investments, LLC591$30.1K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC579$29.5K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.488$24.9K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC466$24K<0.01%-1013F-HRTimelineGroup
FMR LLCin group FMR LLC444$22.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC426$21.7K<0.01%-25213F-HRTimeline
Global Retirement Partners, LLC421$21.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…412$21K<0.01%-4,51013F-HRTimelineGroup
Imprint Wealth LLC402$20.5K0.07%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.378$19.3K<0.01%new13F-HRTimelineGroup
GGM Financial LLC366$18.6K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC284$14.5K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC243$12K<0.01%-1,58413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources218$11.1K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.206$10.5K0.01%-1,39713F-HRTimeline
Farther Finance Advisors, LLC162$8.26K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC153$7.79K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC144$7.34K<0.01%new13F-HRTimeline
Allworth Financial LP129$6.58K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC90$4.59K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC63$3.21K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.46$2.36K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.39$1.99K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC27$1.38K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$1.12K<0.01%013F-HRTimeline
CVA Family Office, LLC17$867<0.01%new13F-HRTimeline