Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Kovitz Investment Group Partners’s Portfolio JMBS Stock Details JMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$111M Buy
2,468,448
+395,974
+19% +$17.8M 0.48% 53
2025
Q1 		$93.7M Buy
2,072,474
+264,569
+15% +$12M 0.47% 60
2024
Q4 		$79.9M Buy
1,807,905
+116,672
+7% +$5.15M 0.39% 67
2024
Q3 		$78.7M Buy
+1,691,233
New +$78.7M 0.56% 46