EWA
JMBS icon

EverSource Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

EverSource Wealth Advisors’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
2024
Q2 		– Sell
-174
Closed -$7.58K – 3106
2024
Q1 		$7.58K Buy
+174
New +$7.86K ﹤0.01% 1836

Other funds holding JMBS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $654B AUM 26.35% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

EverSource Wealth Advisors's JMBS Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2024, closing a stake of 174 shares — an estimated $7.58K sold.

EverSource Wealth Advisors first reported a position in JMBS in Q1 2024 and held it in 1 quarter. The position peaked at $7.58K in Q1 2024. 197 funds tracked by Wall St. Rank hold JMBS as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 174 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2024, an estimated $7.58K.
  • EverSource Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Janus Henderson Mortgage-Backed Securities ETF position peaked at $7.58K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.