JMTG ETF

JMTG ETF
$49.04
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Fund Essentials - as of Sep 2, 2026

Net Assets
$6.8B
Expense Ratio
0.24%
Dividend Yield (Current)
4.35%
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: 96.06%
Cash: 0.14%
Other: 3.80%
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Top Holdings

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TickerNameWeight
VMVXXJpmorgan Prime Money Market Fund, Class Im3.75%
FNCL 2.5 9/11Fncl 2.5 9/26 Tba1.05%
FNCL 5 9/11Fncl 5.00 09/26 Tba 5 2056-09-010.99%
T 3.625 08/15/43Us Treasury N/B 08/43 3.6250.69%
FN CB1783Fn 10/51 Fixed 2.50.63%
Top 10 Concentration: 9.71%Report Date: Sep 2, 2026
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Dividend Summary

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Dividend Yield (Current)
4.35%
Frequency
Monthly
Latest Distribution
$0.20
Sep 1, 2026
12M Distributions
12 payments
Total: $2.19

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 $6.83B in net assets. JMTG expense ratio is 0.24%, holding 2589 positions across sectors including Financials, Real Estate, Energy. 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 4.35%, paid monthly.

JMTG top holdings include Jpmorgan Prime Money Market Fund, Class Im (3.8%), Fncl 2.5 9/26 Tba (1.1%), Fncl 5.00 09/26 Tba 5 2056-09-01 (1.0%), Us Treasury N/B 08/43 3.625 (0.7%), Fn 10/51 Fixed 2.5 (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 (9.7% of portfolio)

#TickerNameSectorWeight
1VMVXXJpmorgan Prime Money Market Fund, Class ImFinancials3.75%
2FNCL 2.5 9/11Fncl 2.5 9/26 TbaFinancials1.05%
3FNCL 5 9/11Fncl 5.00 09/26 Tba 5 2056-09-01Financials0.99%
4T 3.625 08/15/43Us Treasury N/B 08/43 3.625Financials0.69%
5FN CB1783Fn 10/51 Fixed 2.5Financials0.63%
6-Fnma-Aces Var 07/35 Other0.59%
7-Bcap Llc Trust 6.5% 09/27 6.5 Other0.55%
8FNA 2022-M4 2A2Fnma-Aces Var 12/30 12/25/2030Financials0.53%
9FN MA4096Fn Ma4096 2.5 08/01/2050Financials0.48%
10G2 MA8564G2 Ma8564 2.5 01/20/2053Financials0.45%