Empire Financial Management Company’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Empire Financial Management Company’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 Q2	$372K	Buy	8,262 +2,591	+46%	+$117K	0.15%	105
2026 Q1	$256K	Buy	5,671 +1,120	+25%	+$51.3K	0.06%	194
2025 Q4	$208K	Sell	4,551 -144	-3%	-$6.59K	0.05%	209
2025 Q3	$214K	Buy	+4,695	New	+$212K	0.05%	202

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Empire Financial Management Company's JMBS Position: Q2 2026 in Review

Empire Financial Management Company increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 46% in Q2 2026, buying an estimated $117K and bringing the position to 8,262 shares worth $372K. The position accounts for 0.15% of the portfolio, ranked #105.

Empire Financial Management Company first reported a position in JMBS in Q3 2025 and has held it in 4 quarters since. 271 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Empire Financial Management Company held 8,262 shares of Janus Henderson Mortgage-Backed Securities ETF worth $372K as of Q2 2026.
Empire Financial Management Company bought 2,591 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $117K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.15% of Empire Financial Management Company's portfolio in Q2 2026, its #105 holding.
Empire Financial Management Company first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2025 and has held it in 4 quarters since.
271 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.