Whalen Wealth Management’s Janus Henderson Mortgage-Backed Securities ETF JMBS Stock Holding History

Whalen Wealth Management’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	$1.94M	Buy	+43,044	New	+$1.97M	1.04%	22

Other funds holding JMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Whalen Wealth Management's JMBS Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) in Q1 2026: 43,044 shares worth $1.94M. The stake represents 1.04% of the portfolio and ranks #22 among its holdings.

270 funds tracked by Wall St. Rank hold JMBS as of Q1 2026.

Whalen Wealth Management held 43,044 shares of Janus Henderson Mortgage-Backed Securities ETF worth $1.94M as of Q1 2026.
Janus Henderson Mortgage-Backed Securities ETF was a new Whalen Wealth Management position in Q1 2026.
Janus Henderson Mortgage-Backed Securities ETF made up 1.04% of Whalen Wealth Management's portfolio in Q1 2026, its #22 holding.
270 funds tracked by Wall St. Rank held Janus Henderson Mortgage-Backed Securities ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.