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Disclosery

JMTG J P MORGAN EXCHANGE TRADED F

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MORTGAGE BACKED (fund)

163 managers (165 13F filers) reported a position in JMTG shares at 2025-12-31, 116,850,898 shares in all. 40 filers opened a position and 14 filers sold out during the quarter.

Managers
163
13F filers
165
New
40
Added
63
Reduced
39
Sold out
14
Shares held by filers
116,850,898

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 & CO40,513,319$2.07B0.14%+3,035,86213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,596,537$745M0.05%+215,17513F-HRTimelineGroup
NorthRock Partners, LLC9,072,433$463M7.83%+788,19713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,521,316$333M0.02%+438,32213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,111,472$261M0.06%+584,41413F-HRTimelineGroup
LPL Financial LLC5,014,914$256M0.07%+370,76113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,235,792$216M0.69%-332,72513F-HR/ATimelineGroup
Hamilton Capital, LLC3,649,914$186M9.32%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,972,996$152M0.21%+48,93713F-HRTimeline
BAILARD, INC.1,450,504$74.1M1.64%+150,36713F-HRTimeline
Acropolis Investment Management, LLC1,364,694$69.7M3.13%new13F-HRTimeline
Avalon Trust Co1,331,424$68M4.4%+34,70513F-HRTimeline
SkyView Investment Advisors, LLC988,597$50.5M6.37%-23,45713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS985,755$50.3M0.1%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV967,873$49.4M0.08%+14,66613F-HRTimeline
O'Brien Wealth Partners LLC965,974$49.3M6.52%+13,77413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding931,684$47.6M+98,105Timeline
Ocean Park Asset Management, LLC900,978$46M2.16%013F-HRTimeline
OneDigital Investment Advisors LLC877,336$44.8M0.44%-25,54613F-HRTimeline
Cambridge Investment Research Advisors,…837,787$42.8M0.11%+29,11613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC809,593$41.3M0.02%+184,06713F-HR/ATimelineGroup
Goelzer Investment Management, Inc.809,486$41.3M1.92%+32,37113F-HRTimeline
Bill Few Associates, Inc.758,534$38.7M9.53%+17,93313F-HRTimeline
First National Trust Co738,014$37.7M1.26%+23,89413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC689,320$35.2M0.01%+236,44513F-HRTimelineGroup
FIRST NATIONAL BANK SIOUX FALLS581,364$29.7M8.89%+8,29213F-HRTimeline
Abacus Planning Group, Inc.547,480$28M3.72%-118,21613F-HRTimeline
BlueStem Wealth Partners, LLC537,942$27.5M3.03%new13F-HRTimeline
Curi Capital, LLC504,860$25.9M0.45%+13,89313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth504,668$25.9M0.03%+500,21813F-HRTimelineGroup
Sanctuary Advisors, LLC494,168$25.2M0.14%+163,28013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN483,336$24.7M<0.01%+75,98113F-HRTimelineGroup
FARMERS TRUST CO471,897$24.1M3.93%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding394,289$20.1M+351,759Timeline
Choice Wealth Advisors LLC315,673$16.1M6.37%+3,70313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp311,724$15.9M<0.01%+63,76413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/305,573$15.6M0.01%+20,84613F-HRTimelineGroup
Modern Wealth Management, LLC277,267$14.2M0.26%+1,32513F-HRTimeline
HighPoint Advisor Group LLC268,864$13.7M0.3%new13F-HRTimeline
UBS Group AGin group UBS Group AG253,000$12.9M<0.01%-22,42313F-HRTimelineGroup
TrustBankin group TrustBank251,592$12.8M5.36%13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP247,165$12.6M0.01%+10,65913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP227,678$11.6M0.01%+45,87913F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC155,741$7.95M0.54%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.142,075$7.26M0.01%-124,59613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,669$7.13M0.05%+36,32113F-HRTimelineGroup
Beverly Hills Private Wealth, LLC134,921$6.89M1.18%+47,06513F-HR/ATimeline
Cetera Investment Advisers116,747$5.96M0.01%+26,14113F-HRTimeline
Integrated Wealth Concepts LLC114,484$5.85M0.07%+2,26113F-HRTimeline
NewEdge Advisors, LLC101,116$5.16M0.02%+13,82613F-HRTimeline
Wealth Enhancement Trust Services, Inc.98,117$5.01M0.63%13F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC90,259$4.61M2.95%-7,13413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,305$4.51M0.01%-35313F-HRTimeline
Cornerstone Wealth Management, LLC84,610$4.32M0.22%+4,44013F-HRTimeline
UMB Bank, n.a.74,260$3.79M0.05%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Central Pacific Bank - Trust Division69,050$3.53M0.43%new13F-HRTimeline
Allen Capital Group, LLC67,130$3.43M0.32%-2,45013F-HRTimeline
HighTower Advisors, LLC64,560$3.3M<0.01%-3,32513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,586$3.25M<0.01%+2,43513F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC56,209$2.87M<0.01%+2,56213F-HRTimelineGroup
Janney Montgomery Scott LLC51,936$2.65M0.01%-2,03713F-HRTimeline
CHOREO, LLC49,394$2.53M0.03%-18813F-HRTimeline
Avise Financial Cooperative, Inc.47,437$2.42M2.18%13F-HRTimeline
Independence Bank of Kentucky47,332$2.42M0.3%-4,88913F-HRTimeline
ESL Trust Services, LLC46,238$2.36M0.45%+2,94513F-HRTimeline
Private Advisor Group, LLC46,233$2.36M0.01%+89413F-HRTimeline
Galvin, Gaustad & Stein, LLC43,234$2.21M0.17%new13F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA40,794$2.08M0.06%-1,10713F-HRTimelineGroup
Tortoise Investment Management, LLC38,660$1.97M0.17%new13F-HRTimeline
Sigma Planning Corp38,301$1.96M0.05%+1,67813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,798$1.93M<0.01%+1,51413F-HRTimelineGroup
Global Retirement Partners, LLC36,254$1.85M0.03%+35,83313F-HRTimeline
DAVENPORT & Co LLC33,364$1.7M0.01%+83313F-HRTimeline
Keel Point, LLC32,376$1.65M0.1%-18,02313F-HRTimeline
Western Wealth Management, LLC29,592$1.51M0.07%+2,11213F-HRTimeline
Dorsey & Whitney Trust CO LLC28,416$1.45M0.08%+2,23213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC25,798$1.32M0.57%-4,01813F-HRTimeline
Beacon Pointe Advisors, LLC24,367$1.24M0.01%-3,18013F-HRTimeline
CDKV HOLDINGS LLC23,032$1.18M0.98%13F-HRTimeline
Diversified Portfolios, Inc.22,973$1.17M0.1%+50013F-HRTimeline
PFG Advisors21,287$1.09M0.05%-2,99513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,255$1.03M0.17%-3,52313F-HRTimeline
Cadence Wealth Management LLC18,013$920K0.44%-11,52813F-HRTimeline
Creative Planningin group Creative Planning16,228$829K<0.01%-26,96013F-HRTimelineGroup
Vise Technologies, Inc.16,206$827K0.02%new13F-HRTimeline
&PARTNERS15,197$776K<0.01%-7413F-HRTimeline
Atria Investments, Inc14,803$756K0.01%new13F-HRTimeline
AAF Wealth Management, LLC12,926$660K0.28%+9413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.12,827$657K0.02%013F-HRTimelineGroup
Centurion Wealth Management LLC12,328$629K0.14%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,599$592K<0.01%+2,35813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,320$578K0.03%-2,35013F-HRTimeline
Certified Advisory Corp11,293$577K0.05%-41,40613F-HRTimeline
Hudson Portfolio Management LLC10,715$547K0.47%new13F-HRTimeline
D.A. DAVIDSON & CO.9,286$474K<0.01%-3,57313F-HRTimeline
Midwest Trust Co9,273$473K0.01%-2,31813F-HRTimeline
Walleye Partners, LLC9,231$471K0.52%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,833$451K<0.01%-1,19813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,617$440K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,534$436K0.01%new13F-HRTimeline
Summit Trail Advisors, LLC8,318$426K0.01%-38813F-HRTimeline
COMERICA BANK7,445$380K<0.01%-9413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,710$344K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…6,685$341K<0.01%+1,29313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,513$333K<0.01%-82813F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,438$329K0.05%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,992$306K0.04%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,866$299K<0.01%+37813F-HRTimelineGroup
Koshinski Asset Management, Inc.5,432$277K0.02%+5613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,012$256K0.01%new13F-HRTimelineGroup
World Investment Advisors4,736$242K<0.01%-1,99013F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,625$236K<0.01%-39113F-HRTimelineGroup
Arkadios Wealth Advisors4,472$228K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC4,007$205K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,625$185K<0.01%+50813F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC3,147$161K<0.01%new13F-HRTimeline
MAI Capital Management2,126$109K<0.01%-10,98013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,990$102K<0.01%+26113F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,864$95.2K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC1,443$73.7K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.106$64.4K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC1,203$61.4K<0.01%+75913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,178$60.1K<0.01%+30713F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.992$50.7K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC975$49.8K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA867$44.3K<0.01%-2,14613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC776$40K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.740$37.8K<0.01%new13F-HRTimelineGroup
BFSG, LLC709$36.2K<0.01%new13F-HRTimeline
Pacifica Partners Inc.670$34.1K0.02%+713F-HRTimeline
Signature Resources Capital Management,…665$33.9K0.02%+713F-HRTimeline
LRI Investments, LLC591$30.2K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC579$29.6K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC572$29K<0.01%+32913F-HRTimelineGroup
LANARK FINANCIAL, INC.493$25.2K<0.01%+513F-HRTimeline
Larson Financial Group LLC472$24.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC466$24K<0.01%013F-HR/ATimelineGroup
Financial Perspectives, Inc463$23.6K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…412$21K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC375$19.2K<0.01%-5113F-HRTimeline
GAMMA Investing LLC312$15.9K<0.01%new13F-HRTimeline
Triumph Capital Management304$15.5K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK290$14.8K<0.01%new13F-HRTimeline
Investors Research Corp267$13.6K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.256$13.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…255$13K<0.01%-1,44313F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources220$11.2K<0.01%+213F-HRTimelineGroup
Imprint Wealth LLC201$10.3K0.05%-20113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…168$8.58K<0.01%new13F-HRTimeline
Allworth Financial LP162$8.28K<0.01%+3313F-HRTimeline
Copia Wealth Management156$7.96K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC153$7.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC144$7.35K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC90$4.59K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.47$2.39K<0.01%+113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.45$2.3K<0.01%-16113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.39$1.99K<0.01%013F-HRTimeline
Sound Income Strategies, LLC27$1.38K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC27$1.38K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$1.12K<0.01%013F-HRTimeline
Rossby Financial, LCC14$715<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC13$664<0.01%-14913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…11$562<0.01%new13F-HRTimelineGroup