JMTG Institutional Ownership & Shareholders
MORTGAGE-BACKED SECURITIES (JMTG) is currently held by 166 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.06B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JMTG tracked by InsiderSet, reporting ownership valued at approximately $2.42B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.35B, representing an estimated loss of -3.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed JMTG value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Bank Of America Corp, Northrock Partners, Llc, and several other long-term asset managers with concentrated positions in MORTGAGE-BACKED SECURITIES (JMTG).
This page ranks the largest institutional JMTG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
166
Total Reported Value
$6.06B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.14% | 47,687,106 | $2,424,412,526 | $2,346,682,486 | -$77,730,040 | -3.21% | |
| Bank Of America Corp | 0.05% | 14,595,712 | $739,710,690 | $718,254,988 | -$21,455,702 | -2.90% | |
| Northrock Partners, Llc | 5.95% | 8,082,572 | $409,624,774 | $397,743,368 | -$11,881,406 | -2.90% | |
| Lpl Financial Llc | 0.05% | 4,681,551 | $237,261,027 | $230,379,125 | -$6,881,902 | -2.90% | |
| Morgan Stanley | 0.01% | 4,381,196 | $222,039,056 | $215,598,655 | -$6,440,401 | -2.90% | |
| M&T Bank Corp | 0.72% | 4,304,166 | $219,512,040 | $211,808,009 | -$7,704,031 | -3.51% | |
| Hamilton Capital, Llc | 10.50% | 3,869,770 | $187,064,660 | $190,431,382 | +$3,366,722 | +1.80% | |
| Ameriprise Financial Inc | 0.04% | 3,503,450 | $177,497,933 | $172,404,775 | -$5,093,159 | -2.87% | |
| Acropolis Investment Management, Llc | 4.31% | 2,219,217 | $107,276,931 | $109,207,669 | +$1,930,738 | +1.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.13% | 1,804,052 | $87,171,789 | $88,777,399 | +$1,605,610 | +1.84% | |
| Johnson Investment Counsel Inc | 0.58% | 1,575,261 | $79,834,207 | $77,518,594 | -$2,315,613 | -2.90% | |
| Bailard, Inc. | 1.50% | 1,532,255 | $74,069,207 | $75,402,269 | +$1,333,062 | +1.80% | |
| Avalon Trust Co | 4.19% | 1,343,889 | $68,108,298 | $66,132,778 | -$1,975,520 | -2.90% | |
| Hsbc Holdings Plc | 0.02% | 967,948 | $49,055,614 | $47,632,721 | -$1,422,893 | -2.90% | |
| Bluestem Wealth Partners, Llc | 4.83% | 957,738 | $48,538,154 | $47,130,287 | -$1,407,867 | -2.90% | |
| Kestra Advisory Services, Llc | 0.13% | 956,203 | $46,222,835 | $47,054,750 | +$831,915 | +1.80% | |
| Onedigital Investment Advisors Llc | 0.38% | 887,331 | $44,969,916 | $43,665,559 | -$1,304,357 | -2.90% | |
| First National Trust Co | 1.49% | 890,845 | $43,063,447 | $43,838,482 | +$775,035 | +1.80% | |
| Bill Few Associates, Inc. | 8.74% | 869,826 | $42,047,400 | $42,804,137 | +$756,737 | +1.80% | |
| Captrust Financial Advisors | 0.06% | 804,293 | $40,761,593 | $39,579,259 | -$1,182,334 | -2.90% | |
| Goelzer Investment Management, Inc. | 1.78% | 840,741 | $40,641,424 | $41,372,865 | +$731,441 | +1.80% | |
| Tortoise Investment Management, Llc | 2.66% | 705,007 | $35,729,757 | $34,693,394 | -$1,036,363 | -2.90% | |
| Focus Partners Wealth | 0.04% | 687,816 | $34,858,502 | $33,847,425 | -$1,011,077 | -2.90% | |
| Curi Capital, Llc | 0.53% | 680,307 | $34,477,951 | $33,477,907 | -$1,000,044 | -2.90% | |
| Raymond James Financial Inc | 0.01% | 663,629 | $33,632,715 | $32,657,183 | -$975,532 | -2.90% | |
| Envestnet Asset Management Inc | 0.01% | 660,787 | $33,488,692 | $32,517,328 | -$971,364 | -2.90% | |
| Wells Fargo & Company/Mn | 0.01% | 638,916 | $32,380,241 | $31,441,056 | -$939,185 | -2.90% | |
| First National Bank Sioux Falls | 9.40% | 637,283 | $30,806,261 | $31,360,696 | +$554,435 | +1.80% | |
| Sanctuary Advisors, Llc | 0.14% | 596,769 | $30,244,261 | $29,367,002 | -$877,259 | -2.90% | |
| Diversified Portfolios, Inc. | 2.17% | 591,070 | $29,955,448 | $29,086,555 | -$868,893 | -2.90% | |
| Farmers Trust Co | 3.91% | 488,983 | $24,938,134 | $24,062,853 | -$875,281 | -3.51% | |
| Cabot Wealth Management Inc | 2.48% | 480,901 | $24,372,063 | $23,665,138 | -$706,925 | -2.90% | |
| Bank Of New York Mellon Corp | 0.00% | 375,601 | $19,035,437 | $18,483,325 | -$552,112 | -2.90% | |
| Mercer Global Advisors Inc | 0.02% | 306,227 | $15,519,588 | $15,069,431 | -$450,157 | -2.90% | |
| Highpoint Advisor Group Llc | 0.54% | 301,964 | $15,303,554 | $14,859,648 | -$443,906 | -2.90% | |
| Jones Financial Companies Lllp | 0.01% | 287,146 | $14,578,376 | $14,130,455 | -$447,921 | -3.07% | |
| Trustbank | 4.03% | 264,870 | $12,803,816 | $13,034,253 | +$230,437 | +1.80% | |
| Stifel Financial Corp | 0.01% | 245,462 | $12,439,902 | $12,079,185 | -$360,717 | -2.90% | |
| Modern Wealth Management, Llc | 0.14% | 235,582 | $11,939,310 | $11,592,990 | -$346,320 | -2.90% | |
| Ssi Investment Management Llc | 0.68% | 231,534 | $11,734,143 | $11,393,788 | -$340,355 | -2.90% | |
| Abacus Planning Group, Inc. | 1.32% | 227,181 | $10,981,919 | $11,179,577 | +$197,658 | +1.80% | |
| Goldman Sachs Group Inc | 0.00% | 207,420 | $10,512,046 | $10,207,138 | -$304,908 | -2.90% | |
| Bank Of Montreal | 0.00% | 188,720 | $9,564,329 | $9,286,911 | -$277,418 | -2.90% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 170,782 | $8,655,213 | $8,404,182 | -$251,031 | -2.90% | |
| Beverly Hills Private Wealth, Llc | 1.63% | 166,840 | $8,455,437 | $8,210,196 | -$245,241 | -2.90% | |
| Invenio Wealth Partners Llc | 3.00% | 173,788 | $8,400,912 | $8,552,107 | +$151,195 | +1.80% | |
| Jane Street Group, Llc | 0.01% | 160,399 | $8,129,021 | $7,893,235 | -$235,786 | -2.90% | |
| Cetera Investment Advisers | 0.01% | 148,190 | $7,510,263 | $7,292,430 | -$217,833 | -2.90% | |
| Equitable Holdings, Inc. | 0.04% | 141,490 | $7,170,715 | $6,962,723 | -$207,992 | -2.90% | |
| Integrated Wealth Concepts Llc | 0.04% | 116,093 | $5,883,577 | $5,712,937 | -$170,640 | -2.90% |
Frequently asked questions about JMTG
Who are the largest institutional holders of JMTG?
The largest institutional holders of JMTG reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Bank Of America Corp, Northrock Partners, Llc, Lpl Financial Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported JMTG position.
What is JMTG institutional ownership?
This page tracks JMTG positions reported by institutional investment managers through SEC Form 13F. MORTGAGE-BACKED SECURITIES (JMTG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMTG?
InsiderSet currently tracks 166 institutional managers reporting JMTG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMTG shareholders.
How much JMTG stock do institutions own?
Institutional investment managers disclosed approximately $6.06B in JMTG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMTG institutional ownership last updated?
The latest JMTG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMTG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMTG position after the reporting date.
Are institutions buying or selling JMTG?
Institutional buying and selling can be analyzed by comparing JMTG positions across consecutive 13F reporting periods. InsiderSet's JMTG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMTG ownership changes.
How has JMTG institutional ownership changed over time?
InsiderSet tracks JMTG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.