JG
JSMD icon

Joel Greenblatt’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Joel Greenblatt’s Portfolio JSMD Stock Details JSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,731
Closed -$312K – 1774
2025
Q3 		$312K Buy
+3,731
New +$303K ﹤0.01% 1505

Other funds holding JSMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Joel Greenblatt's JSMD Position: Q4 2025 in Review

Joel Greenblatt sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q4 2025, closing a stake of 3,731 shares — an estimated $312K sold.

Joel Greenblatt first reported a position in JSMD in Q3 2025 and held it in 1 quarter. The position peaked at $312K in Q3 2025. 123 funds tracked by Wall St. Rank hold JSMD as of Q4 2025.

  • Joel Greenblatt reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q4 2025 after selling out during the quarter.
  • Joel Greenblatt sold 3,731 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2025, an estimated $312K.
  • Joel Greenblatt first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2025 and held it in 1 quarter.
  • Joel Greenblatt's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $312K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.