&Partners’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

&Partners’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	$1.72M	Buy	38,206 +1,151	+3%	+$52K	0.01%	1113
2026 Q1	$1.67M	Buy	37,055 +535	+1%	+$24.5K	0.01%	1001
2025 Q4	$1.67M	Sell	36,520 -6,098	-14%	-$279K	0.01%	946
2025 Q3	$1.94M	Buy	42,618 +6,039	+17%	+$272K	0.01%	770
2025 Q2	$1.65M	Buy	+36,579	New	+$1.63M	0.01%	751

Other funds holding JMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

&Partners's JMBS Position: Q2 2026 in Review

&Partners increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 3.1% in Q2 2026, buying an estimated $52K and bringing the position to 38,206 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #1113.

&Partners first reported a position in JMBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q3 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

&Partners held 38,206 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.72M as of Q2 2026.
&Partners bought 1,151 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $52K.
Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1113 holding.
&Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2025 and has held it in 5 quarters since.
&Partners's Janus Henderson Mortgage-Backed Securities ETF position peaked at $1.94M in Q3 2025.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.