JMTG
JPMorgan Mortgage-Backed Securities ETF$50.95-0.21 (-0.41%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.2490006460005728e+248T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 24,477,522 | $1.2B | 0.08% | Share |
| 2 | BANK OF AMERICA CORP /DE/ | 12,666,398 | $646.0M | 0.05% | Share |
| 3 | JPMORGAN CHASE & CO | 11,238,395 | $573.0M | 0.04% | Share |
| 4 | NorthRock Partners, LLC | 9,072,433 | $463.0M | 7.81% | Share |
| 5 | MORGAN STANLEY | 6,521,160 | $332.0M | 0.02% | Share |
| 6 | AMERIPRISE FINANCIAL INC | 5,107,976 | $260.0M | 0.06% | Share |
| 7 | LPL Financial LLC | 5,014,914 | $256.0M | 0.07% | Share |
| 8 | JPMORGAN CHASE & CO | 4,499,387 | $229.0M | 0.01% | Share |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,972,996 | $151.9M | 0.21% | Share |
| 10 | BAILARD, INC. | 1,450,504 | $74.1M | 1.64% | Share |
| 11 | Acropolis Investment Management, LLC | 1,364,694 | $69.7M | 3.13% | Share |
| 12 | Avalon Trust Co | 1,331,424 | $68.0M | 4.40% | Share |
| 13 | SkyView Investment Advisors, LLC | 1,012,054 | $51.6M | 6.51% | Share |
| 14 | SkyView Investment Advisors, LLC | 988,597 | $50.5M | 6.37% | Share |
| 15 | CAPTRUST FINANCIAL ADVISORS | 985,755 | $50.0M | 0.10% | Share |
| 16 | BANK OF AMERICA CORP /DE/ | 994,755 | $50.0M | 0.00% | Share |
| 17 | O'Brien Wealth Partners LLC | 965,974 | $49.3M | 6.52% | Share |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 967,873 | $49.0M | 0.07% | Share |
| 19 | BANK OF AMERICA CORP /DE/ | 935,384 | $47.0M | 0.00% | Share |
| 20 | Ocean Park Asset Management, LLC | 900,978 | $46.0M | 2.16% | Share |
| 21 | Kestra Advisory Services, LLC | 909,428 | $46.0M | 0.19% | Share |
| 22 | OneDigital Investment Advisors LLC | 877,336 | $44.0M | 0.43% | Share |
| 23 | Cambridge Investment Research Advisors, Inc. | 837,787 | $42.0M | 0.11% | Share |
| 24 | HSBC HOLDINGS PLC | 809,593 | $41.3M | 0.02% | Share |
| 25 | Goelzer Investment Management, Inc. | 809,486 | $41.3M | 1.92% | Share |
| 26 | Bill Few Associates, Inc. | 758,534 | $38.7M | 9.52% | Share |
| 27 | FIRST NATIONAL TRUST CO | 738,014 | $37.0M | 1.23% | Share |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 459,655 | $32.2M | 0.02% | Share |
| 29 | FIRST NATIONAL BANK SIOUX FALLS | 579,927 | $29.6M | 8.86% | Share |
| 30 | Abacus Planning Group, Inc. | 547,480 | $28.0M | 3.72% | Share |
| 31 | BlueStem Wealth Partners, LLC | 537,942 | $27.5M | 3.03% | Share |
| 32 | Sanctuary Advisors, LLC | 494,168 | $25.2M | 0.14% | Share |
| 33 | Focus Partners Wealth | 504,668 | $25.0M | 0.03% | Share |
| 34 | FARMERS TRUST CO | 471,897 | $24.1M | 3.93% | Share |
| 35 | Curi Capital, LLC | 443,142 | $22.0M | 0.38% | Share |
| 36 | WELLS FARGO & COMPANY/MN | 373,960 | $19.0M | 0.00% | Share |
| 37 | RAYMOND JAMES FINANCIAL INC | 339,568 | $17.0M | 0.01% | Share |
| 38 | Choice Wealth Advisors, LLC | 315,673 | $16.1M | 6.37% | Share |
| 39 | RAYMOND JAMES FINANCIAL INC | 332,871 | $16.0M | 0.00% | Share |
| 40 | BANK OF MONTREAL /CAN/ | 295,684 | $15.0M | 0.01% | Share |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 313,077 | $15.0M | 0.00% | Share |
| 42 | Bank of New York Mellon Corp | 311,604 | $15.0M | 0.00% | Share |
| 43 | Sanctuary Advisors, LLC | 286,369 | $14.4M | 0.09% | Share |
| 44 | Modern Wealth Management, LLC | 277,267 | $14.2M | 0.26% | Share |
| 45 | UBS Group AG | 253,000 | $12.9M | 0.00% | Share |
| 46 | TrustBank | 251,592 | $12.8M | 5.36% | Share |
| 47 | STIFEL FINANCIAL CORP | 247,165 | $12.0M | 0.01% | Share |
| 48 | JONES FINANCIAL COMPANIES LLLP | 227,479 | $11.0M | 0.01% | Share |
| 49 | SSI INVESTMENT MANAGEMENT LLC | 155,741 | $8.0M | 0.54% | Share |
| 50 | Equitable Holdings, Inc. | 139,669 | $7.0M | 0.05% | Share |