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Madison Investment Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Madison Investment Advisors’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
2024
Q4 		$75.8M Buy
+1,715,313
New +$77.4M 0.85% 42

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Madison Investment Advisors's JMBS Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q4 2024: 1,715,313 shares worth $75.8M. The stake represents 0.85% of the portfolio and ranks #42 among its holdings.

214 funds tracked by Wall St. Rank hold JMBS as of Q4 2024.

  • Madison Investment Advisors held 1,715,313 shares of Janus Henderson Mortgage-Backed Securities ETF worth $75.8M as of Q4 2024.
  • Janus Henderson Mortgage-Backed Securities ETF was a new Madison Investment Advisors position in Q4 2024.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.85% of Madison Investment Advisors's portfolio in Q4 2024, its #42 holding.
  • 214 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.