Jim Simons’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Jim Simons’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 Q1	$2.54M	Buy	56,300 +26,037	+86%	+$1.19M	﹤0.01%	1759
2025 Q4	$1.38M	Sell	30,263 -74,437	-71%	-$3.41M	﹤0.01%	2091
2025 Q3	$4.78M	Buy	+104,700	New	+$4.72M	0.01%	1526
2024 Q4	–	Sell	-52,200	Closed	-$2.44M	–	3737
2024 Q3	$2.44M	Buy	+52,200	New	+$2.4M	﹤0.01%	1889
2024 Q1	–	Sell	-20,900	Closed	-$960K	–	3895
2023 Q4	$960K	Sell	20,900 -16,400	-44%	-$718K	﹤0.01%	2436
2023 Q3	$1.62M	Buy	+37,300	New	+$1.67M	﹤0.01%	1986

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

HTC

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Jim Simons's JMBS Position: Q1 2026 in Review

Jim Simons increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 86% in Q1 2026, buying an estimated $1.19M and bringing the position to 56,300 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Jim Simons first reported a position in JMBS in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.78M in Q3 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Jim Simons held 56,300 shares of Janus Henderson Mortgage-Backed Securities ETF worth $2.54M as of Q1 2026.
Jim Simons bought 26,037 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $1.19M.
Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1759 holding.
Jim Simons first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q3 2023 and has held it in 6 quarters since.
Jim Simons's Janus Henderson Mortgage-Backed Securities ETF position peaked at $4.78M in Q3 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.