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Larson Financial Group’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Larson Financial Group’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
Q2 		$27.4K Hold
610
– – ﹤0.01% 1829
2026
Q1 		$27.6K Hold
610
– – ﹤0.01% 1666
2025
Q4 		$27.9K Hold
610
– – ﹤0.01% 1531
2025
Q3 		$27.9K Buy
+610
New +$27.5K ﹤0.01% 1460
2024
Q4 		– Sell
-686
Closed -$32K – 2839
2024
Q3 		$32K Hold
686
– – ﹤0.01% 1044
2024
Q2 		$30.6K Buy
+686
New +$30.4K ﹤0.01% 936

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Larson Financial Group's JMBS Position: Q2 2026 in Review

Larson Financial Group held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q2 2026 at 610 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Larson Financial Group first reported a position in JMBS in Q2 2024 and has held it in 6 quarters since. The position peaked at $32K in Q3 2024. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

  • Larson Financial Group held 610 shares of Janus Henderson Mortgage-Backed Securities ETF worth $27.4K as of Q2 2026.
  • Larson Financial Group left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q2 2026.
  • Janus Henderson Mortgage-Backed Securities ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1829 holding.
  • Larson Financial Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $32K in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.