Bessemer Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Bessemer Group’s Portfolio JMBS Stock Details JMBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,880	Closed	-$360K	–	2604
2025 Q4	$360K	Buy	7,880 +2,331	+42%	+$107K	﹤0.01%	1226
2025 Q3	$253K	Buy	+5,549	New	+$250K	﹤0.01%	1064
2024 Q4	–	Sell	-55,456	Closed	-$2.59M	–	2569
2024 Q3	$2.59M	Hold	55,456	–	–	﹤0.01%	609
2024 Q2	$2.48M	Hold	55,456	–	–	﹤0.01%	469
2024 Q1	$2.5M	Sell	55,456 -2,647	-5%	-$120K	﹤0.01%	489
2023 Q4	$2.67M	Buy	+58,103	New	+$2.54M	0.01%	440
2022 Q2	–	Sell	-2,444	Closed	-$122K	–	1959
2022 Q1	$122K	Buy	2,444 +845	+53%	+$43.4K	﹤0.01%	936
2021 Q4	$84K	Buy	+1,599	New	+$84.5K	﹤0.01%	1029

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bessemer Group's JMBS Position: Q1 2026 in Review

Bessemer Group sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026, closing a stake of 7,880 shares — an estimated $360K sold.

Bessemer Group first reported a position in JMBS in Q4 2021 and held it in 8 quarters. The position peaked at $2.67M in Q4 2023. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Bessemer Group reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 7,880 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $360K.
Bessemer Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2021 and held it in 8 quarters.
Bessemer Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $2.67M in Q4 2023.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.