MORTGAGE-BACKED SECURITIES (JMTG) Institutional Shareholders
MORTGAGE-BACKED SECURITIES (JMTG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.14B in JMTG holdings during the latest filing period.
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 $2.34B, representing an estimated loss of -3.34% 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
162
Total Reported Value
$6.14B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$2.42B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| 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 | $2,343,344,389 | -$81,068,137 | -3.34% | |
| Bank Of America Corp | 0.05% | 14,595,712 | $739,710,690 | $717,233,288 | -$22,477,402 | -3.04% | |
| Northrock Partners, Llc | 5.95% | 8,082,572 | $409,624,774 | $397,177,588 | -$12,447,186 | -3.04% | |
| Lpl Financial Llc | 0.05% | 4,681,551 | $237,261,027 | $230,051,416 | -$7,209,611 | -3.04% | |
| Morgan Stanley | 0.01% | 4,381,196 | $222,039,056 | $215,291,971 | -$6,747,085 | -3.04% | |
| M&T Bank Corp | 0.72% | 4,304,166 | $219,512,040 | $211,506,717 | -$8,005,323 | -3.65% | |
| Hamilton Capital, Llc | 9.65% | 3,845,227 | $194,876,083 | $188,954,455 | -$5,921,628 | -3.04% | |
| Ameriprise Financial Inc | 0.04% | 3,503,450 | $177,497,933 | $172,159,533 | -$5,338,400 | -3.01% | |
| Acropolis Investment Management, Llc | 4.16% | 2,081,437 | $105,487,253 | $102,281,814 | -$3,205,439 | -3.04% | |
| Wealth Enhancement Advisory Services, Llc | 0.17% | 1,960,299 | $98,681,439 | $96,329,093 | -$2,352,346 | -2.38% | |
| Johnson Investment Counsel Inc | 0.58% | 1,575,261 | $79,834,207 | $77,408,326 | -$2,425,881 | -3.04% | |
| Bailard, Inc. | 1.56% | 1,511,914 | $76,623,802 | $74,295,454 | -$2,328,348 | -3.04% | |
| Avalon Trust Co | 4.19% | 1,343,889 | $68,108,298 | $66,038,705 | -$2,069,593 | -3.04% | |
| Hsbc Holdings Plc | 0.02% | 967,948 | $49,055,614 | $47,564,965 | -$1,490,649 | -3.04% | |
| Bluestem Wealth Partners, Llc | 4.83% | 957,738 | $48,538,154 | $47,063,245 | -$1,474,909 | -3.04% | |
| Ocean Park Asset Management, Llc | 2.20% | 900,978 | $45,661,565 | $44,274,059 | -$1,387,506 | -3.04% | |
| First National Trust Co | 1.54% | 895,717 | $45,394,937 | $44,015,533 | -$1,379,404 | -3.04% | |
| Onedigital Investment Advisors Llc | 0.38% | 887,331 | $44,969,916 | $43,603,445 | -$1,366,471 | -3.04% | |
| Bill Few Associates, Inc. | 9.27% | 855,925 | $43,378,256 | $42,060,155 | -$1,318,102 | -3.04% | |
| Kestra Advisory Services, Llc | 0.14% | 825,355 | $41,829,006 | $40,557,945 | -$1,271,061 | -3.04% | |
| Goelzer Investment Management, Inc. | 1.78% | 807,941 | $40,946,428 | $39,702,221 | -$1,244,207 | -3.04% | |
| Captrust Financial Advisors | 0.06% | 804,293 | $40,761,593 | $39,522,958 | -$1,238,635 | -3.04% | |
| Tortoise Investment Management, Llc | 2.66% | 705,007 | $35,729,757 | $34,644,044 | -$1,085,713 | -3.04% | |
| Focus Partners Wealth | 0.04% | 687,816 | $34,858,502 | $33,799,278 | -$1,059,224 | -3.04% | |
| Curi Capital, Llc | 0.53% | 680,307 | $34,477,951 | $33,430,286 | -$1,047,665 | -3.04% | |
| Raymond James Financial Inc | 0.01% | 663,629 | $33,632,715 | $32,610,729 | -$1,021,986 | -3.04% | |
| Envestnet Asset Management Inc | 0.01% | 660,787 | $33,488,692 | $32,471,073 | -$1,017,619 | -3.04% | |
| Wells Fargo & Company/Mn | 0.01% | 638,916 | $32,380,241 | $31,396,332 | -$983,909 | -3.04% | |
| First National Bank Sioux Falls | 8.55% | 611,824 | $31,245,852 | $30,065,031 | -$1,180,821 | -3.78% | |
| Sanctuary Advisors, Llc | 0.14% | 596,769 | $30,244,261 | $29,325,229 | -$919,032 | -3.04% | |
| Diversified Portfolios, Inc. | 2.17% | 591,070 | $29,955,448 | $29,045,180 | -$910,268 | -3.04% | |
| Farmers Trust Co | 3.91% | 488,983 | $24,938,134 | $24,028,625 | -$909,509 | -3.65% | |
| Cabot Wealth Management Inc | 2.48% | 480,901 | $24,372,063 | $23,631,475 | -$740,588 | -3.04% | |
| Abacus Planning Group, Inc. | 2.40% | 383,519 | $19,436,752 | $18,846,124 | -$590,628 | -3.04% | |
| Bank Of New York Mellon Corp | 0.00% | 375,601 | $19,035,437 | $18,457,033 | -$578,404 | -3.04% | |
| Choice Wealth Advisors Llc | 6.00% | 337,241 | $17,091,377 | $16,572,023 | -$519,354 | -3.04% | |
| Mercer Global Advisors Inc | 0.02% | 306,227 | $15,519,588 | $15,047,995 | -$471,593 | -3.04% | |
| Highpoint Advisor Group Llc | 0.54% | 301,964 | $15,303,554 | $14,838,511 | -$465,043 | -3.04% | |
| Jones Financial Companies Lllp | 0.01% | 287,146 | $14,578,376 | $14,110,354 | -$468,022 | -3.21% | |
| Trustbank | 4.48% | 260,306 | $13,192,308 | $12,791,437 | -$400,871 | -3.04% | |
| Stifel Financial Corp | 0.01% | 245,462 | $12,439,902 | $12,062,003 | -$377,899 | -3.04% | |
| Modern Wealth Management, Llc | 0.14% | 235,582 | $11,939,310 | $11,576,499 | -$362,811 | -3.04% | |
| Ssi Investment Management Llc | 0.68% | 231,534 | $11,734,143 | $11,377,581 | -$356,562 | -3.04% | |
| Goldman Sachs Group Inc | 0.00% | 207,420 | $10,512,046 | $10,192,619 | -$319,427 | -3.04% | |
| Bank Of Montreal | 0.00% | 188,720 | $9,564,329 | $9,273,701 | -$290,628 | -3.04% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 170,782 | $8,655,213 | $8,392,227 | -$262,986 | -3.04% | |
| Beverly Hills Private Wealth, Llc | 1.63% | 166,840 | $8,455,437 | $8,198,518 | -$256,919 | -3.04% | |
| Invenio Wealth Partners Llc | 3.01% | 165,645 | $8,394,889 | $8,139,795 | -$255,094 | -3.04% | |
| Jane Street Group, Llc | 0.01% | 160,399 | $8,129,021 | $7,882,007 | -$247,014 | -3.04% | |
| Cetera Investment Advisers | 0.01% | 148,190 | $7,510,263 | $7,282,057 | -$228,206 | -3.04% |
Frequently asked questions about JMTG
Who owns the most JMTG stock?
The largest holders of JMTG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MORTGAGE-BACKED SECURITIES (JMTG).
Is JMTG widely held by superinvestors?
Many widely followed stocks like JMTG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JMTG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.