13F

JMTG MORTGAGE-BACKED SECURITIES

2026Q1 · CUSIP 46654Q575

🟡 Cooling · Breadth rolling over
Holders
167
Δ holders QoQ
+3
Breadth percentile
Top 50%
Whale holders
63
Δ whales
+2
Inst. holding value
$3.8B
New positions
22
Closed positions
19
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2025Q3: Δ+38 · h=133 2025Q4: Δ+31 · h=164 2026Q1: Δ+3 · h=167 2025Q3: holders=133 2025Q4: holders=164 2026Q1: holders=167 -38 -19 +0 +19 +38 119148176 25Q325Q426Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 2 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 17%
2025Q3 Top 7%
Put holders / Call holders: 0 / 0