JMTG

Mortgage-backed Securities

Latest period2026 - Q1Total superinvestors170

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 170 superinvestors own shares of Mortgage-backed Securities (JMTG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Mortgage-backed Securities (JMTG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Mortgage-backed Securities (JMTG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Mortgage-backed Securities (JMTG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 20.42%
0.16%
$2.481B
48.785M shares@ 50.87 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -1.88%
0.06%
$730.4M
14.322M shares@ 51.0 avg price
Kate Shoemaker@Northrock Partners, Llc
Recent Activity
Increased 7.42%
8.02%
$497.015M
9.745M shares@ 51.01 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -14.67%
0.02%
$283.784M
5.564M shares@ 51.01 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -4.74%
0.07%
$243.621M
4.777M shares@ 51.0 avg price
Tony Strotman@Hamilton Capital, Llc
Recent Activity
Increased 4.07%
10.04%
$193.715M
3.798M shares@ 51.01 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -30.09%
0.05%
$182.296M
3.573M shares@ 51.02 avg price
Sarah Hughes@M&t Bank Corp
Recent Activity
Decreased -21%
0.59%
$170.648M
3.346M shares@ 51.0 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -37.41%
0.2%
$94.722M
1.861M shares@ 50.91 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 26.45%
3.89%
$88.008M
1.726M shares@ 51.0 avg price

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