JMTG · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JMTG)
Who is buying and selling JMTG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 32
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JMTG at a glance
- No open-market insider purchases or sales of JMTG were filed in the last 90 days.
- 32 13F filers hold JMTG among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Breakthru Advisory Services, LLC (13.9%), Hamilton Capital, LLC (10.5%) and First National Bank Sioux Falls (9.4%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in JMTG.
JMTG insider trading
No open-market insider purchases or sales of JMTG were filed in the last 90 days.
Who owns JMTG? Hedge funds and superinvestors
32 13F filers hold JMTG among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Breakthru Advisory Services, LLC (13.9%), Hamilton Capital, LLC (10.5%) and First National Bank Sioux Falls (9.4%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| NorthRock Partners, LLCWealth manager | 5.9% | $409.6M | 8,082,572 | -17.1% shares | Q2 2026 |
| M&T Bank CorpBank & trust | 0.7% | $229.1M | 4,519,915 | +5.0% shares | Q2 2026 |
| Hamilton Capital, LLCWealth manager | 10.5% | $187.1M | 3,869,770 | +0.6% shares | Q3 2026 |
| Acropolis Investment Management, LLCWealth manager | 4.3% | $107.3M | 2,219,217 | +6.6% shares | Q3 2026 |
| Johnson Investment Counsel IncWealth manager | 0.6% | $79.8M | 1,575,261 | +0.1% shares | Q2 2026 |
| Bailard, Inc.Wealth manager | 1.5% | $74.1M | 1,532,255 | +1.3% shares | Q3 2026 |
| Avalon Trust CoBank & trust | 4.2% | $68.1M | 1,343,889 | +0.5% shares | Q2 2026 |
| BlueStem Wealth Partners, LLCWealth manager | 4.8% | $48.5M | 957,738 | +31.0% shares | Q2 2026 |
| First National Trust CoBank & trust | 1.5% | $43.1M | 890,845 | -0.5% shares | Q3 2026 |
| Bill Few Associates, Inc.Wealth manager | 8.7% | $42.0M | 869,826 | +1.6% shares | Q3 2026 |
| Goelzer Investment Management, Inc.Asset manager | 1.8% | $40.6M | 840,741 | +4.1% shares | Q3 2026 |
| Tortoise Investment Management, LLCWealth manager | 2.7% | $35.7M | 705,007 | +14.6% shares | Q2 2026 |
| Curi Capital, LLCWealth manager | 0.5% | $34.5M | 680,307 | +0.8% shares | Q2 2026 |
| First National Bank Sioux FallsBank & trust | 9.4% | $30.8M | 637,283 | +4.2% shares | Q3 2026 |
| Diversified Portfolios, Inc.Wealth manager | 2.2% | $30.0M | 591,070 | — | Q2 2026 |
| Farmers Trust CoBank & trust | 3.9% | $24.9M | 488,983 | +3.6% shares | Q1 2026 |
| Cabot Wealth Management IncWealth manager | 2.5% | $24.4M | 480,901 | — | Q2 2026 |
| Abacus Planning Group, Inc.Wealth manager | 2.4% | $19.4M | 383,519 | -18.0% shares | Q2 2026 |
| HighPoint Advisor Group LLCWealth manager | 0.5% | $15.3M | 301,964 | -32.7% shares | Q2 2026 |
| TrustBankInvestment manager | 4.0% | $12.8M | 264,870 | +1.8% shares | Q3 2026 |
| Ssi Investment Management LLCAsset manager | 1.8% | $11.7M | 231,534 | -25.0% shares | Q2 2026 |
| Beverly Hills Private Wealth, LLCWealth manager | 1.6% | $8.5M | 166,840 | +11.4% shares | Q2 2026 |
| Invenio Wealth Partners LLCWealth manager | 3.0% | $8.4M | 173,788 | +4.9% shares | Q3 2026 |
| FinArc Investments, Inc.Wealth manager | 3.9% | $4.4M | 91,926 | +10.3% shares | Q3 2026 |
| Breakthru Advisory Services, LLCWealth manager | 13.9% | $4.1M | 84,819 | +0.8% shares | Q3 2026 |
| ESL Trust Services, LLCInvestment manager | 0.5% | $2.9M | 58,086 | +7.5% shares | Q2 2026 |
| Avise Financial Cooperative, Inc.Wealth manager | 2.0% | $2.8M | 54,646 | +10.1% shares | Q2 2026 |
| Hudson Portfolio Management LLCWealth manager | 1.2% | $1.6M | 31,925 | +73.3% shares | Q2 2026 |
| Cdkv Holdings LLCWealth manager | 0.8% | $1.1M | 22,428 | -1.1% shares | Q3 2026 |
| AAF Wealth Management, LLCWealth manager | 0.2% | $665K | 13,753 | +4.8% shares | Q3 2026 |
The 30 largest of 32 positions, by value. Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 17, Q1 2026: 1). Screen JMTG in the grand portfolio →
JMTG stock trades by members of Congress
No member of Congress has disclosed a trade in JMTG.
JMTG questions and answers
Are insiders buying JMTG stock?
No open-market insider purchases or sales of JMTG were filed in the last 90 days.
Which hedge funds own JMTG?
32 13F filers hold JMTG among their 50 largest positions, worth $1.6B combined. The biggest bets by portfolio weight are Breakthru Advisory Services, LLC (13.9%), Hamilton Capital, LLC (10.5%) and First National Bank Sioux Falls (9.4%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded JMTG?
No member of Congress has disclosed a trade in JMTG.
Who is the largest holder of JMTG?
Among 13F filers, NorthRock Partners, LLC reports the largest JMTG position, $409.6M (8,082,572 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Breakthru Advisory Services, LLC's: 13.9% of its portfolio.
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