Who owns JPMorgan Mortgage-Backed Securities ETF?
Institutional ownership of JMTG from SEC Form 13F filings across 119 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
119
13F holders
$5.29B
value, 2026 filers
78.2%
of shares outstanding (105.2M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of JMTG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 47.7M | $2.42B | 0.1% | 35.4% | -2.3% |
| 2 | BANK OF AMERICA CORP /DE/ | 14.6M | $739.7M | 0.0% | 10.8% | +1.9% |
| 3 | NorthRock Partners, LLC | 8.1M | $409.6M | 5.9% | 6% | -17.1% |
| 4 | LPL Financial LLC | 4.7M | $237.3M | 0.1% | 3.5% | -2.0% |
| 5 | M&T Bank Corp | 4.5M | $229.1M | 0.7% | 3.4% | +35.1% |
| 6 | MORGAN STANLEY | 4.4M | $222.0M | 0.0% | 3.3% | -21.3% |
| 7 | AMERIPRISE FINANCIAL INC | 3.5M | $177.5M | 0.0% | 2.6% | -2.0% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.0M | $98.7M | 0.2% | 1.5% | +5.4% |
| 9 | JOHNSON INVESTMENT COUNSEL INC | 1.6M | $79.8M | 0.6% | 1.2% | +0.1% |
| 10 | Avalon Trust Co | 1.3M | $68.1M | 4.2% | 1% | +0.5% |
| 11 | HSBC HOLDINGS PLC | 967,948 | $49.1M | 0.0% | 0.7% | -1.0% |
| 12 | First National Trust Co | 895,717 | $45.4M | 1.5% | 0.7% | +6.4% |
| 13 | Cambridge Investment Research Advisors, Inc. | 895,067 | $45,362 | 0.1% | 0.7% | +2.7% |
| 14 | OneDigital Investment Advisors LLC | 887,331 | $45.0M | 0.4% | 0.7% | -0.2% |
| 15 | Kestra Advisory Services, LLC | 825,355 | $41.8M | 0.1% | 0.6% | -17.3% |
| 16 | CAPTRUST FINANCIAL ADVISORS | 804,293 | $40.8M | 0.1% | 0.6% | -20.9% |
| 17 | Focus Partners Wealth | 687,816 | $34.9M | 0.0% | 0.5% | +26.1% |
| 18 | RAYMOND JAMES FINANCIAL INC | 663,629 | $33.6M | 0.0% | 0.5% | -0.1% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 660,787 | $33.5M | 0.0% | 0.5% | +32.2% |
| 20 | WELLS FARGO & COMPANY/MN | 638,916 | $32.4M | 0.0% | 0.5% | +21.0% |
| 21 | Sanctuary Advisors, LLC | 596,769 | $30.2M | 0.0% | 0.4% | +6.9% |
| 22 | Bank of New York Mellon Corp | 375,601 | $19.0M | 0.0% | 0.3% | +6.8% |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | 306,227 | $15.5M | 0.0% | 0.2% | +3.0% |
| 24 | HighPoint Advisor Group LLC | 301,964 | $15.3M | 0.5% | 0.2% | -32.7% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 287,146 | $14.6M | 0.0% | 0.2% | +10.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.