Patriot Financial Group Insurance Agency’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-5,286	Closed	-$239K	–	605
2026 Q1	$239K	Buy	+5,286	New	+$242K	0.01%	622

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 $77.5B AUM 28.19% 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

Patriot Financial Group Insurance Agency's JMBS Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q2 2026, closing a stake of 5,286 shares — an estimated $239K sold.

Patriot Financial Group Insurance Agency first reported a position in JMBS in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 269 funds tracked by Wall St. Rank hold JMBS as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Janus Henderson Mortgage-Backed Securities ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,286 Janus Henderson Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $239K.
Patriot Financial Group Insurance Agency first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2026 and held it in 1 quarter.
Patriot Financial Group Insurance Agency's Janus Henderson Mortgage-Backed Securities ETF position peaked at $239K in Q1 2026.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.