Jones Financial Companies
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Jones Financial Companies’s Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD Stock Holding History

Jones Financial Companies’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
-145
Closed -$12.3K – 4510
2025
Q3 		$12.3K Buy
+145
New +$11.8K ﹤0.01% 3005

Other funds holding JSMD

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Morgan Stanley
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SFG
Southern Financial Group Birmingham, Alabama $392M AUM
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M 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 $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Jones Financial Companies's JSMD Position: Q4 2025 in Review

Jones Financial Companies sold out of Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) in Q4 2025, closing a stake of 145 shares — an estimated $12.3K sold.

Jones Financial Companies first reported a position in JSMD in Q3 2025 and held it in 1 quarter. The position peaked at $12.3K in Q3 2025. 122 funds tracked by Wall St. Rank hold JSMD as of Q4 2025.

  • Jones Financial Companies reported no remaining Janus Henderson Small/Mid Cap Growth Alpha ETF position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 145 Janus Henderson Small/Mid Cap Growth Alpha ETF shares in Q4 2025, an estimated $12.3K.
  • Jones Financial Companies first reported a position in Janus Henderson Small/Mid Cap Growth Alpha ETF in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Janus Henderson Small/Mid Cap Growth Alpha ETF position peaked at $12.3K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Janus Henderson Small/Mid Cap Growth Alpha ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.