JMBS · Insider trading · 13F holders · Congress trades
Janus Henderson Mortgage-Backed Securities ETF (JMBS)
Who is buying and selling JMBS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 74
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 6
JMBS at a glance
- No open-market insider purchases or sales of JMBS were filed in the last 90 days.
- 74 13F filers hold JMBS among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Englebert Financial Advisers, LLC (9.6%), Cypress Financial Planning LLC (5.6%) and Towneley Capital Management, Inc / DE (5.3%). In their latest 13Fs, 0 managers opened a new position and 25 added to one.
- Members of Congress have disclosed 12 JMBS trades since 2023, 4 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
- JMBS last closed at $43.30 on Oct 30, 2026.
JMBS insider trading
No open-market insider purchases or sales of JMBS were filed in the last 90 days.
Who owns JMBS? Hedge funds and superinvestors
74 13F filers hold JMBS among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Englebert Financial Advisers, LLC (9.6%), Cypress Financial Planning LLC (5.6%) and Towneley Capital Management, Inc / DE (5.3%). In their latest 13Fs, 0 managers opened a new position and 25 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Haverford Trust CoBank & trust | 1.6% | $179.7M | 3,993,467 | +8.0% shares | Q2 2026 |
| Gradient Investments LLCWealth manager | 1.6% | $115.4M | 2,731,438 | +1.6% shares | Q3 2026 |
| Hamilton Capital, LLCWealth manager | 4.7% | $83.6M | 1,978,648 | -2.8% shares | Q3 2026 |
| Foster & Motley IncWealth manager | 3.8% | $83.5M | 1,856,863 | -4.7% shares | Q2 2026 |
| Advance Capital Management, Inc.Wealth manager | 2.6% | $80.5M | 1,789,564 | +1.5% shares | Q2 2026 |
| Pallas Capital Advisors LLCWealth manager | 2.3% | $73.7M | 1,638,165 | +6.8% shares | Q2 2026 |
| Inspirion Wealth Advisors, LLCWealth manager | 4.2% | $37.3M | 882,191 | +3.7% shares | Q3 2026 |
| AlphaCore Capital LLCWealth manager | 0.6% | $35.1M | 775,881 | -3.4% shares | Q2 2026 |
| Sage Mountain Advisors LLCWealth manager | 2.0% | $32.2M | 716,333 | +17.0% shares | Q2 2026 |
| CGN Advisors LLCWealth manager | 2.4% | $30.7M | 727,458 | -1.6% shares | Q3 2026 |
| Albion Financial Group /utWealth manager | 1.7% | $29.5M | 698,699 | +3.4% shares | Q3 2026 |
| Arvest Investments, Inc.Wealth manager | 3.5% | $28.8M | 681,829 | +5.9% shares | Q3 2026 |
| Towneley Capital Management, Inc / DEInstitutional asset manager | 5.3% | $26.8M | 633,992 | +1.5% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 0.5% | $25.8M | 573,031 | -17.7% shares | Q2 2026 |
| Legacy Private Trust Co.Bank & trust | 1.2% | $22.6M | 533,881 | -11.3% shares | Q3 2026 |
| AllGen Financial Advisors, Inc.Wealth manager | 4.9% | $22.3M | 496,674 | +59.7% shares | Q2 2026 |
| Cypress Financial Planning LLCWealth manager | 5.6% | $20.9M | 493,861 | +18.9% shares | Q3 2026 |
| SeaBridge Investment Advisors LLCWealth manager | 2.9% | $20.1M | 446,615 | +6.8% shares | Q2 2026 |
| Financial Enhancement Group LLCWealth manager | 2.3% | $19.6M | 463,609 | +5.6% shares | Q3 2026 |
| Stansberry Asset Management, LLCAsset manager | 1.8% | $19.2M | 426,966 | +10.9% shares | Q2 2026 |
| Blue Edge Capital, LLCWealth manager | 2.1% | $17.5M | 387,864 | +0.4% shares | Q2 2026 |
| Medallion Wealth Advisors, LLCWealth manager | 5.1% | $16.3M | 321,613 | — | Q2 2026 |
| Pine Valley Investments Ltd Liability CoWealth manager | 0.7% | $16.1M | 356,418 | +14.4% shares | Q2 2026 |
| Focused Wealth Management, IncWealth manager | 1.4% | $15.6M | 347,476 | +12.4% shares | Q2 2026 |
| Secure Asset Management, LLCAsset manager | 2.0% | $15.2M | 360,209 | +10.1% shares | Q3 2026 |
| Verus Capital Partners, LLCWealth manager | 0.7% | $13.8M | 306,485 | +32.3% shares | Q2 2026 |
| Goelzer Investment Management, Inc.Asset manager | 0.6% | $13.7M | 325,105 | +1.5% shares | Q3 2026 |
| KWB WealthWealth manager | 1.1% | $12.8M | 303,890 | -27.7% shares | Q3 2026 |
| Rosenblum Silverman Sutton S F Inc /caInvestment manager | 3.0% | $12.5M | 276,850 | +10.5% shares | Q2 2026 |
| Asio Capital, LLCWealth manager | 1.5% | $12.3M | 291,827 | -15.7% shares | Q3 2026 |
The 30 largest of 74 positions, by value. Each manager counts with its latest 13F (Q3 2026: 37, Q2 2026: 36, Q1 2026: 1). Screen JMBS in the grand portfolio →
JMBS stock trades by members of Congress
Members of Congress have disclosed 12 JMBS trades since 2023, 4 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 21, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 9, 2026 | -1.4% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | May 27, 2026 | -4.0% |
| Jun 16, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | May 13, 2026 | -4.1% |
| Mar 6, 2026 | John BoozmanR-AR · Senate | Sale | $1K–15K | Feb 6, 2026 | -5.6% |
| Feb 15, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Jan 23, 2026 | -5.6% |
| Dec 8, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Nov 21, 2025 | -5.5% |
| Oct 10, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Sep 16, 2025 | -5.7% |
| Sep 12, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Aug 1, 2025 | -3.6% |
| Oct 18, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 6, 2024 | -7.2% |
| Jul 11, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Jun 26, 2024 | -3.3% |
| May 7, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Apr 16, 2024 | -0.6% |
| Dec 12, 2023 | John BoozmanR-AR · Senate | Buy | $1K–15K | Nov 7, 2023 | -0.2% |
Analysis mentioning JMBS
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JMBS questions and answers
Are insiders buying JMBS stock?
No open-market insider purchases or sales of JMBS were filed in the last 90 days.
Which hedge funds own JMBS?
74 13F filers hold JMBS among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Englebert Financial Advisers, LLC (9.6%), Cypress Financial Planning LLC (5.6%) and Towneley Capital Management, Inc / DE (5.3%). In their latest 13Fs, 0 managers opened a new position and 25 added to one.
Has Congress traded JMBS?
Members of Congress have disclosed 12 JMBS trades since 2023, 4 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 9, 2026.
Who is the largest holder of JMBS?
Among 13F filers, Haverford Trust Co reports the largest JMBS position, $179.7M (3,993,467 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Englebert Financial Advisers, LLC's: 9.6% of its portfolio.
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