JMTG

Mortgage-backed Securities

+$331.6M

Net Activity

Institutions Holding

169

Popularity Rank

#3302

Avg Weight

0.69%

Total Value

$6.3B

Ownership Trend

169 institutions currently hold JMTG, with 91 net buyers and 58 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

58

Net Buying Institutions

91

Key Holders

Key Holders

Top 5 by Value

JC
Jpmorgan Chase & Co
$2.5B
BO
Bank Of America CORP /de/
$730.4M
NP
NorthRock Partners, LLC
$497.0M
MS
Morgan Stanley
$283.8M
LF
LPL Financial LLC
$243.6M

Top 5 by Conviction

HC
Hamilton Capital, LLC
10.04%
BF
Bill Few Associates, Inc.
9.49%
FN
First National Bank Sioux Falls
8.55%
NP
NorthRock Partners, LLC
8.01%
SI
SkyView Investment Advisors, LLC
6.71%
View all 169 holding institutions

Quarterly Activity

Recent Activity

+$4.4B

Total Buy Value

$2.2B

Total Sell Value

New buy20
Trim46
Add71
Sold out12

91

Net Buyers

58

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding MORTGAGE-BACKED SECURITIES (JMTG)?
Major stakeholders currently include Jpmorgan Chase & Co ($2.5B), Bank Of America CORP /de/ ($730.4M), NorthRock Partners, LLC ($497.0M). Based on the latest 13F filings, there are a total of 169 tracked investment funds and institutions maintaining positions in JMTG.
What is the overall institutional sentiment toward JMTG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $331.6M, driven by 91 managers accumulating shares while 58 reduced their exposure.
Which institutions have been selling or reducing their JMTG positions?
In the latest period, 46 funds trimmed their holdings, and 12 managers completely exited their positions. The aggregate reported sell value was $2.2B.
Are there any notable investors adding JMTG to their portfolios?
Yes, buying activity remains notable. 20 institutions opened new positions in {ticker}, and 71 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.4B.

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