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Disclosery

JMTG J P MORGAN EXCHANGE TRADED F

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MORTGAGE BACKED (fund)

167 managers (169 13F filers) reported a position in JMTG shares at 2026-03-31, 124,645,844 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
167
13F filers
169
New
19
Added
71
Reduced
44
Sold out
13
Shares held by filers
124,645,844

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 & CO48,784,969$2.48B0.17%+8,271,65013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,321,564$730M0.05%-274,97313F-HRTimelineGroup
NorthRock Partners, LLC9,745,400$497M8.02%+672,96713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,564,383$284M0.02%-956,93313F-HRTimelineGroup
LPL Financial LLC4,776,890$244M0.06%-238,02413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,304,166$220M0.72%+68,37413F-HR/ATimelineGroup
Hamilton Capital, LLC3,798,327$194M10.04%+148,41313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,573,357$182M0.04%-1,538,11513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,860,571$94.7M0.21%-1,112,42513F-HRTimeline
Acropolis Investment Management, LLC1,725,651$88M3.89%+360,95713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,573,528$80.2M0.65%new13F-HRTimeline
BAILARD, INC.1,456,163$74.3M1.71%+5,65913F-HRTimeline
Avalon Trust Co1,337,102$68.2M4.7%+5,67813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,029,850$52.5M+98,166Timeline
CAPTRUST FINANCIAL ADVISORS1,016,192$51.8M0.09%+30,43713F-HRTimeline
SkyView Investment Advisors, LLC978,758$49.9M6.71%-9,83913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC978,036$49.9M0.03%+168,44313F-HRTimelineGroup
Ocean Park Asset Management, LLC900,978$45.9M2.65%013F-HR/ATimeline
OneDigital Investment Advisors LLC889,486$45.4M0.44%+12,15013F-HRTimeline
Cambridge Investment Research Advisors,…871,411$44.4M0.11%+33,62413F-HRTimeline
First National Trust Co841,662$42.9M1.46%+103,64813F-HRTimeline
Goelzer Investment Management, Inc.819,602$41.8M2.02%+10,11613F-HRTimeline
Bill Few Associates, Inc.776,776$39.6M9.5%+18,24213F-HRTimeline
BlueStem Wealth Partners, LLC731,209$37.3M4.14%+193,26713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding693,749$35.4M+299,460Timeline
Curi Capital, LLC674,922$34.4M0.61%+170,06213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC664,545$33.9M0.01%-24,77513F-HRTimelineGroup
Tortoise Investment Management, LLC615,239$31.4M2.59%+576,57913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS611,824$31.2M8.55%+30,46013F-HRTimeline
Sanctuary Advisors, LLC558,295$28.5M0.15%+64,12713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth545,471$27.8M0.03%+40,80313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN528,194$26.9M0.01%+44,85813F-HR/ATimelineGroup
FARMERS TRUST CO488,983$24.9M3.91%+17,08613F-HRTimeline
Abacus Planning Group, Inc.467,791$23.9M3.21%-79,68913F-HRTimeline
HighPoint Advisor Group LLC448,811$22.9M0.96%+179,94713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp351,606$17.9M<0.01%+39,88213F-HRTimelineGroup
Choice Wealth Advisors LLC324,586$16.6M6.5%+8,91313F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC308,708$15.7M1.09%+152,96713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV297,280$15.2M0.02%-670,59313F-HRTimeline
Modern Wealth Management, LLC273,763$13.9M0.24%-3,50413F-HRTimeline
TrustBankin group TrustBank259,677$13.2M5.14%+8,08513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP260,303$13.1M0.01%+32,62513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,933$13M0.01%+7,76813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/209,775$10.7M<0.01%-95,79813F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC161,427$8.23M3.27%new13F-HRTimeline
Beverly Hills Private Wealth, LLC149,776$7.64M1.27%+14,85513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.146,202$7.46M0.05%+6,53313F-HRTimelineGroup
UBS Group AGin group UBS Group AG144,623$7.38M<0.01%-108,37713F-HRTimelineGroup
Central Pacific Bank - Trust Division135,295$6.9M0.88%+66,24513F-HRTimeline
Cetera Investment Advisers121,019$6.17M0.01%+4,27213F-HRTimeline
Integrated Wealth Concepts LLC113,716$5.8M0.05%-76813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…107,265$5.47M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,487$5.18M0.01%-40,58813F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.98,339$5.02M0.61%+22213F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC91,220$4.65M7.46%+96113F-HRTimeline
Cornerstone Wealth Management, LLC86,342$4.4M0.22%+1,73213F-HRTimeline
FinArc Investments, Inc.81,584$4.16M4%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,821$3.76M0.01%-14,48413F-HRTimeline
UMB Bank, n.a.72,678$3.71M0.05%-1,58213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70,135$3.58M<0.01%+6,54913F-HRTimelineGroup
HighTower Advisors, LLC67,560$3.45M<0.01%+3,00013F-HRTimeline
Galvin, Gaustad & Stein, LLC67,452$3.44M0.28%+24,21813F-HRTimeline
Allen Capital Group, LLC64,494$3.29M0.3%-2,63613F-HRTimeline
NewEdge Advisors, LLC60,956$3.11M0.01%-40,16013F-HR/ATimeline
Janney Montgomery Scott LLC58,037$2.96M0.01%+6,10113F-HRTimeline
Mariner, LLCin group Mariner, LLC57,266$2.92M<0.01%+1,05713F-HRTimelineGroup
ESL Trust Services, LLC54,033$2.76M0.53%+7,79513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…51,996$2.65M0.04%new13F-HRTimelineGroup
Avise Financial Cooperative, Inc.49,639$2.53M2.09%+2,20213F-HRTimeline
CHOREO, LLC49,135$2.51M0.03%-25913F-HRTimeline
Independence Bank of Kentucky44,920$2.29M0.29%-2,41213F-HRTimeline
Private Advisor Group, LLC43,304$2.21M0.01%-2,92913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA39,418$2.01M0.06%-1,37613F-HRTimelineGroup
Perennial Advisors, LLC37,106$1.89M0.32%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,974$1.89M<0.01%-82413F-HRTimelineGroup
Sigma Planning Corp33,614$1.71M0.05%-4,68713F-HRTimeline
Diversified Portfolios, Inc.32,340$1.65M0.14%+9,36713F-HRTimeline
Western Wealth Management, LLC32,245$1.64M0.06%+2,65313F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,939$1.63M<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC31,895$1.63M0.01%-1,46913F-HRTimeline
Dorsey & Whitney Trust CO LLC28,416$1.45M0.08%013F-HRTimeline
CDKV HOLDINGS LLC23,096$1.18M1.03%+6413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC21,720$1.11M0.45%-4,07813F-HRTimeline
Beacon Pointe Advisors, LLC21,671$1.11M0.01%-2,69613F-HRTimeline
PFG Advisors21,411$1.09M0.05%+12413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,256$1.03M0.17%+113F-HRTimeline
Centurion Wealth Management LLC18,883$963K0.22%+6,55513F-HRTimeline
Hudson Portfolio Management LLC18,425$940K0.79%+7,71013F-HRTimeline
Atria Investments, Inc18,210$929K0.01%+3,40713F-HRTimeline
Creative Planningin group Creative Planning16,419$837K<0.01%+19113F-HRTimelineGroup
Vise Technologies, Inc.16,206$827K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.14,636$746K0.03%+1,80913F-HRTimelineGroup
Cadence Wealth Management LLC13,945$711K0.3%-4,06813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,177$672K0.01%new13F-HRTimelineGroup
AAF Wealth Management, LLC13,022$664K0.27%+9613F-HRTimeline
Certified Advisory Corp11,554$589K0.05%+26113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,176$519K0.03%-1,14413F-HRTimeline
Advisory Services Network, LLC9,909$505K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.9,286$474K<0.01%013F-HRTimeline
Midwest Trust Co9,273$473K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,240$471K<0.01%-2,35913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,603$439K<0.01%+8,19113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB8,240$420K0.01%-29413F-HRTimeline
Steward Partners Investment Advisory, L…8,209$419K<0.01%+1,52413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,102$413K<0.01%-73113F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …6,438$328K0.05%013F-HRTimelineGroup
Summit Trail Advisors, LLC6,288$321K<0.01%-2,03013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,866$299K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,757$294K<0.01%-2,86013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,539$282K<0.01%-97413F-HRTimelineGroup
Koshinski Asset Management, Inc.5,490$280K0.02%+5813F-HRTimeline
&PARTNERS4,892$249K<0.01%-10,30513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,741$242K<0.01%+11613F-HRTimelineGroup
Arkadios Wealth Advisors4,131$211K<0.01%-34113F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,147$160K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC2,428$124K<0.01%+1,22513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,041$104K<0.01%-1,58413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,864$95.1K<0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,672$85.3K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC1,630$83.1K0.02%new13F-HRTimeline
Waverly Advisors, LLC1,443$73.6K<0.01%013F-HRTimeline
Hughes Financial Services, LLC1,223$62.4K0.01%new13F-HRTimeline
MAI Capital Management1,122$57.2K<0.01%-1,00413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.992$50.6K0.04%013F-HRTimeline
PRIVATE TRUST CO NA867$44.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…791$40.3K<0.01%+53613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.740$37.7K<0.01%013F-HRTimelineGroup
BFSG, LLC709$36.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC707$36.1K<0.01%-26813F-HRTimelineGroup
Signature Resources Capital Management,…669$34.1K0.02%+413F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC656$33.5K<0.01%13F-HRTimelineGroup
LRI Investments, LLC591$30.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.498$25.4K<0.01%+513F-HRTimeline
CVA Family Office, LLC485$24.7K<0.01%new13F-HRTimeline
Larson Financial Group LLC472$24.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC466$24K<0.01%013F-HRTimelineGroup
Financial Perspectives, Inc468$23.9K0.01%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.446$22.8K<0.01%new13F-HRTimeline
AE Wealth Management LLC373$19K<0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC351$17.9K<0.01%-82713F-HRTimelineGroup
Aventura Private Wealth, LLC340$17.3K0.01%+18713F-HRTimeline
GAMMA Investing LLC312$15.9K<0.01%013F-HRTimeline
Triumph Capital Management304$15.5K<0.01%013F-HRTimeline
COUNTRY TRUST BANK290$14.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC287$14.7K<0.01%new13F-HRTimeline
Investors Research Corp267$13.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…225$11.4K<0.01%+5713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC219$11.2K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.210$10.7K<0.01%new13F-HRTimeline
Imprint Wealth LLC201$10.3K0.05%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources189$9.64K<0.01%-3113F-HRTimelineGroup
VSM Wealth Advisory, LLC176$8.98K<0.01%new13F-HRTimeline
Allworth Financial LP162$8.27K<0.01%013F-HRTimeline
Copia Wealth Management156$7.96K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC144$7.34K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.106$5.41K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC90$4.59K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC87$4.46K<0.01%-48513F-HRTimelineGroup
BALLAST ADVISORS LLC55$2.81K<0.01%new13F-HR/ATimeline
Strategic Wealth Partners, Ltd.47$2.41K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.39$1.99K<0.01%013F-HRTimeline
Sound Income Strategies, LLC27$1.37K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC25$1.27K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.22$1.12K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.07K<0.01%+1013F-HRTimelineGroup
Rossby Financial, LCC14$712<0.01%013F-HRTimeline
Farther Finance Advisors, LLC13$661<0.01%013F-HRTimeline