Who owns JMTG?
JPMorgan Mortgage-Backed Securities ETF · JPMorgan
167 institutions reported holding JMTG, worth $6.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JMTG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $2.4B | 47,687,106 | −1,097,863 shares |
| Bank of America Corp. | Charlotte, NC | $739.7M | 14,595,712 | +274,148 shares |
| NorthRock Partners, LLC | Minneapolis, MN | $409.6M | 8,082,572 | −1,662,828 shares |
| LPL Financial LLC | Fort Mill, SC | $237.3M | 4,681,551 | −95,339 shares |
| M&T Bank Corp | Buffalo, NY | $229.1M | 4,519,915 | +1,173,875 shares |
| Morgan Stanley | New York, NY | $222.0M | 4,381,196 | −1,183,187 shares |
| Hamilton Capital, LLC | Columbus, OH | $194.9M | 3,845,227 | +46,900 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $177.5M | 3,503,450 | −69,907 shares |
| Acropolis Investment Management, LLC | St. Louis, MO | $105.5M | 2,081,437 | +355,786 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $98.7M | 1,960,299 | +99,728 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JMTG?
167 institutional managers reported holding JMTG in Form 13F filings for June 30, 2026, worth $6.2B in total. The largest reported position was held by JPMorgan Chase & Co, at $2.4B.
Did institutions buy or sell JMTG last quarter?
Reported 13F value fell 0.6% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JMTG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.