Bessemer Group
JMBS icon

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 – 2613
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 – 2570
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 – 1964
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return