§ EQUITY
USDJMTG
MORTGAGE-BACKED SECURITIES
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
87 increased/new, 54 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JPMORGAN CHASE & CO | 48.8M | n/a | +20% |
| Bank of America Corp | 14.3M | 0.1% | −2% |
| NorthRock Partners, LLC | 9.7M | 8.0% | +7% |
| Morgan Stanley | 5.6M | 0.0% | −57% |
| LPL Financial LLC | 4.8M | 0.1% | −5% |
| Hamilton Capital, LLC | 3.8M | 10.0% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for JMTG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK60.9% · 24 holders
OTHER36.1% · 140 holders
QUALITY / COMPOUNDER2.9% · 3 holders
INCOME / DEFENSIVE0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JMTG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JMTG yet.