Creative Planning
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Creative Planning’s Janus International JBI Stock Holding History

Creative Planning’s Portfolio JBI Stock Details JBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$268K Buy
+51,972
New +$336K ﹤0.01% 3506
2025
Q4 		– Sell
-19,652
Closed -$194K – 4012
2025
Q3 		$194K Buy
19,652
+1,486
+8% +$14.3K ﹤0.01% 3503
2025
Q2 		$148K Sell
18,166
-26,925
-60% -$205K ﹤0.01% 3333
2025
Q1 		$325K Buy
45,091
+11,407
+34% +$90.6K ﹤0.01% 2683
2024
Q4 		$248K Buy
+33,684
New +$278K ﹤0.01% 2818

Other funds holding JBI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's JBI Position: Q1 2026 in Review

Creative Planning opened a new position in Janus International (JBI) in Q1 2026: 51,972 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #3506 among its holdings. This is a return to the name: Creative Planning previously reported a position in JBI as recently as Q3 2025.

Creative Planning first reported a position in JBI in Q4 2024 and has held it in 5 quarters since. The position peaked at $325K in Q1 2025. 204 funds tracked by Wall St. Rank hold JBI as of Q1 2026.

  • Creative Planning held 51,972 shares of Janus International worth $268K as of Q1 2026.
  • Janus International was a new Creative Planning position in Q1 2026.
  • Janus International made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3506 holding.
  • Creative Planning first reported a position in Janus International in Q4 2024 and has held it in 5 quarters since.
  • Creative Planning's Janus International position peaked at $325K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Janus International as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.