MWA
JMBS icon

Medallion Wealth Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Medallion Wealth 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
2026
Q1 		$1.22M Buy
26,912
+4,451
+20% +$204K 0.4% 61
2025
Q4 		$1.03M Buy
22,461
+2,960
+15% +$135K 0.34% 69
2025
Q3 		$891K Buy
19,501
+4,165
+27% +$188K 0.32% 78
2025
Q2 		$688K Buy
15,336
+179
+1% +$7.97K 0.27% 93
2025
Q1 		$685K Sell
15,157
-2,323
-13% -$104K 0.31% 78
2024
Q4 		$772K Buy
+17,480
New +$788K 0.38% 66

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Medallion Wealth Advisors's JMBS Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 20% in Q1 2026, buying an estimated $204K and bringing the position to 26,912 shares worth $1.22M. The position accounts for 0.4% of the portfolio, ranked #61.

Medallion Wealth Advisors first reported a position in JMBS in Q4 2024 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • Medallion Wealth Advisors held 26,912 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.22M as of Q1 2026.
  • Medallion Wealth Advisors bought 4,451 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $204K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.4% of Medallion Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Medallion Wealth Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • 270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.