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Congress Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Congress Wealth Management’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
2025
Q2 		$119M Buy
2,631,676
+78,921
+3% +$3.51M 1.15% 9
2025
Q1 		$115M Buy
2,552,755
+495,179
+24% +$22.1M 1.38% 7
2024
Q4 		$90.9M Sell
2,057,576
-1,069,749
-34% -$48.2M 1.25% 8
2024
Q3 		$146M Sell
3,127,325
-40,116
-1% -$1.84M 1.94% 3
2024
Q2 		$141M Sell
3,167,441
-130,681
-4% -$5.79M 2.25% 3
2024
Q1 		$149M Buy
3,298,122
+160,916
+5% +$7.27M 2.57% 3
2023
Q4 		$144M Buy
3,137,206
+63,436
+2% +$2.78M 2.65% 3
2023
Q3 		$133M Buy
3,073,770
+268,526
+10% +$12M 2.76% 3
2023
Q2 		$128M Buy
2,805,244
+58,000
+2% +$2.68M 2.98% 2
2023
Q1 		$128M Buy
2,747,244
+1,096,772
+66% +$50.8M 3.09% 2
2022
Q4 		$75M Sell
1,650,472
-592,671
-26% -$26.8M 1.93% 6
2022
Q3 		$101M Sell
2,243,143
-859
-0% -$41K 2.72% 4
2022
Q2 		$108M Buy
2,244,002
+463,311
+26% +$22.4M 2.75% 4
2022
Q1 		$88.9M Sell
1,780,691
-35,481
-2% -$1.82M 1.94% 4
2021
Q4 		$95.7M Buy
+1,816,172
New +$96M 1.9% 3

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Congress Wealth Management's JMBS Position: Q2 2025 in Review

Congress Wealth Management increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 3.1% in Q2 2025, buying an estimated $3.51M and bringing the position to 2,631,676 shares worth $119M. The position accounts for 1.15% of the portfolio, ranked #9.

Congress Wealth Management first reported a position in JMBS in Q4 2021 and has held it in 15 quarters since. The position peaked at $149M in Q1 2024. 218 funds tracked by Wall St. Rank hold JMBS as of Q2 2025.

  • Congress Wealth Management held 2,631,676 shares of Janus Henderson Mortgage-Backed Securities ETF worth $119M as of Q2 2025.
  • Congress Wealth Management bought 78,921 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2025, an estimated $3.51M.
  • Janus Henderson Mortgage-Backed Securities ETF made up 1.15% of Congress Wealth Management's portfolio in Q2 2025, its #9 holding.
  • Congress Wealth Management first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Janus Henderson Mortgage-Backed Securities ETF position peaked at $149M in Q1 2024.
  • 218 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.