Interchange Capital Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Interchange Capital Partners’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 Q4	–	Sell	-4,439	Closed	-$203K	–	442
2025 Q3	$203K	Sell	4,439 -1	-0%	-$45	0.04%	346
2025 Q2	$200K	Buy	+4,440	New	+$198K	0.05%	274

Other funds holding JMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Interchange Capital Partners's JMBS Position: Q4 2025 in Review

Interchange Capital Partners sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2025, closing a stake of 4,439 shares — an estimated $203K sold.

Interchange Capital Partners first reported a position in JMBS in Q2 2025 and held it in 2 quarters. The position peaked at $203K in Q3 2025. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Interchange Capital Partners reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q4 2025 after selling out during the quarter.
Interchange Capital Partners sold 4,439 Janus Henderson Mortgage-Backed Securities ETF shares in Q4 2025, an estimated $203K.
Interchange Capital Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2025 and held it in 2 quarters.
Interchange Capital Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $203K in Q3 2025.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Interchange Capital Partners's 13F filing for Q4 2025, filed 30 Jan 2026.