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&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
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
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

&Partners's JMBS Position: Q1 2026 in Review

&Partners increased its Janus Henderson Mortgage-Backed Securities ETF (JMBS) stake by 1.5% in Q1 2026, buying an estimated $24.5K and bringing the position to 37,055 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #1001.

&Partners first reported a position in JMBS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.94M in Q3 2025. 270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

  • &Partners held 37,055 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.67M as of Q1 2026.
  • &Partners bought 535 Janus Henderson Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $24.5K.
  • Janus Henderson Mortgage-Backed Securities ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1001 holding.
  • &Partners first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q2 2025 and has held it in 4 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 Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.