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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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JMTG — Fundamentals, Valuation & Ownership | QW Research

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JPMorgan Mortgage-Backed Securities ETF (JMTG)

Highly Crowded

Held by 165 of 5,944 reporting institutions (90th percentile) — extremely crowded.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 165 funds hold it

Ownership Change

—

vs last quarter

Crowding

90ᵗʰ pctl

more crowded than 90% of tracked stocks

Institutional Value

$6.2B

total position value across all 13F filers

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

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Institutional Trends (4 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.18%Avg weight: 2.31%Max: 10.04%High conviction (>1%): 3

JPMORGAN CHASE &

BANK OF AMERICA

NorthRock Partners,

Hamilton Capital,

AMERIPRISE FINANCIAL

WEALTH ENHANCEMENT ADVISORY SERVICES,

Acropolis Investment Management,

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Crowding AnalysisHighly Crowded

Holders165of 5,944

Avg: 68

Uncrowded90th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.44x

76th percentile

91 buying63 selling

+21

New

-17

Closed

+6.8M

Net shares

Ownership Concentration

Top 5: 67.3%Top 10: 78.9%

JPMORGAN CHASE &39.5%

BANK OF AMERICA11.6%

NorthRock Partners,7.9%

MORGAN STANLEY4.5%

LPL Financial3.9%

Others (160)32.7%

Crowding AnalysisHighly Crowded

Holders165of 5,944

Avg: 68

Uncrowded90th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.44x

76th percentile

91 buying63 selling

+21

New

-17

Closed

+6.8M

Net shares

Ownership Concentration

Top 5: 67.3%Top 10: 78.9%

JPMORGAN CHASE &39.5%

BANK OF AMERICA11.6%

NorthRock Partners,7.9%

MORGAN STANLEY4.5%

LPL Financial3.9%

Others (160)32.7%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)