Running Point Capital Advisors’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Running Point Capital 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
2025 Q4	$67.4K	Hold	1,476	–	–	0.02%	143
2025 Q3	$67.4K	Hold	1,476	–	–	0.02%	146
2025 Q2	$66.5K	Hold	1,476	–	–	0.02%	136
2025 Q1	$66.7K	Buy	+1,476	New	+$65.8K	0.02%	129

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Running Point Capital Advisors's JMBS Position: Q4 2025 in Review

Running Point Capital Advisors held its Janus Henderson Mortgage-Backed Securities ETF (JMBS) position steady in Q4 2025 at 1,476 shares worth $67.4K. The position accounts for 0.02% of the portfolio, ranked #143.

Running Point Capital Advisors first reported a position in JMBS in Q1 2025 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold JMBS as of Q4 2025.

Running Point Capital Advisors held 1,476 shares of Janus Henderson Mortgage-Backed Securities ETF worth $67.4K as of Q4 2025.
Running Point Capital Advisors left its Janus Henderson Mortgage-Backed Securities ETF share count unchanged in Q4 2025.
Janus Henderson Mortgage-Backed Securities ETF made up 0.02% of Running Point Capital Advisors's portfolio in Q4 2025, its #143 holding.
Running Point Capital Advisors first reported a position in Janus Henderson Mortgage-Backed Securities ETF in Q1 2025 and has held it in 4 quarters since.
269 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.