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

New Century 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
2025
Q1 		– Sell
-6,057
Closed -$267K – 231
2024
Q4 		$267K Sell
6,057
-213
-3% -$9.61K 0.11% 236
2024
Q3 		$292K Buy
6,270
+142
+2% +$6.53K 0.11% 238
2024
Q2 		$274K Buy
+6,128
New +$272K 0.12% 211

Other funds holding JMBS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $654B AUM 26.35% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New Century Financial Group's JMBS Position: Q1 2025 in Review

New Century Financial Group sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2025, closing a stake of 6,057 shares — an estimated $267K sold.

New Century Financial Group first reported a position in JMBS in Q2 2024 and held it in 3 quarters. The position peaked at $292K in Q3 2024. 224 funds tracked by Wall St. Rank hold JMBS as of Q1 2025.

  • New Century Financial Group reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 6,057 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2025, an estimated $267K.
  • New Century Financial Group first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2024 and held it in 3 quarters.
  • New Century Financial Group's Janus Henderson Mortgage-Backed Securities ETF position peaked at $292K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.