JMTG ETF

JMTG ETF
$50.08
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Fund Essentials - as of Jun 30, 2026

Net Assets
$6.9B
Expense Ratio
0.24%
Dividend Yield (Current)
4.34%
Holdings
2,589
Inception Date
Jun 27, 2025
Fund Family
J.P. Morgan Asset Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.21%
1 Year+3.81%
3 Year+4.92%
5 Year+0.96%
10 Year+2.09%

Asset Allocation

Bonds: 97.88%
Cash: 0.03%
Other: 2.09%
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Top Holdings

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TickerNameWeight
VMVXXJpmorgan Prime Money Market Fund, Class Im1.87%
-Jacksonville Housing Finance Authority 3.15 01/01/20461.08%
-Bhp Billiton Finance (Usa), Ltd. 4.90% 2/28/20330.71%
-Umbs Mortpass 2.5% 10/510.65%
-Carlisle Cos Inc 5.25 09/15/20350.60%
Top 10 Concentration: 7.24%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
4.34%
Frequency
Monthly
Latest Distribution
$0.18
Aug 3, 2026
12M Distributions
12 payments
Total: $2.17

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

JMTG ETF Overview

JMTG ETF (JPMorgan Mortgage-Backed Securities ETF) is managed by J.P. Morgan Asset Management with $6.90B in net assets. JMTG expense ratio is 0.24%, holding 2589 positions across sectors including Financials, Real Estate. Inception date: 2025-06-27.

JMTG performance shows a YTD return of 0.21%. The 1-year return is 3.81% and the 5-year return is 0.96%. JMTG dividend yield stands at 4.34%, paid monthly.

JMTG top holdings include Jpmorgan Prime Money Market Fund, Class Im (1.9%), Jacksonville Housing Finance Authority 3.15 01/01/2046 (1.1%), Bhp Billiton Finance (Usa), Ltd. 4.90% 2/28/2033 (0.7%), Umbs Mortpass 2.5% 10/51 (0.7%), Carlisle Cos Inc 5.25 09/15/2035 (0.6%). Go to all JMTG holdings, JMTG sectors, or JMTG dividends.

JMTG can be compared against other funds. Use JMTG overlap to find shared positions, or JMTG vs another fund for a side-by-side view. JMTG alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.42%
YTD
+0.21%
1 Year
+3.81%
3 Year
+4.92%

Top 10 Holdings (7.2% of portfolio)

#TickerNameSectorWeight
1VMVXXJpmorgan Prime Money Market Fund, Class ImFinancials1.87%
2-Jacksonville Housing Finance Authority 3.15 01/01/2046Other1.08%
3-Bhp Billiton Finance (Usa), Ltd. 4.90% 2/28/2033Other0.71%
4-Umbs Mortpass 2.5% 10/51Other0.65%
5-Carlisle Cos Inc 5.25 09/15/2035Other0.60%
6-Fnma-Aces Var 12/30Other0.54%
7FN CA8670Umbs Mortpass 2.5% 08/50Financials0.50%
8-Ca Carbon Allow 25Dec25 Ifed 20251224Other0.47%
9-Fnma-Aces Var 01/33Other0.46%
10-Cfin 2022-Rtl1 0% 08/27Other0.36%