JMBS β€” Janus Henderson Mortgage-Backed ETF

Ownership history in FOSTER & MOTLEY INC  Β·  11 quarters on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Janus Henderson Mortgage-Backed ETF (JMBS) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.41% in 2025 Q4. The latest visible filing shows JMBS at 4.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Janus Henderson Mortgage-Backed ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JMBS was reported at 4.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.41% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER & MOTLEY INC held JMBS β€” position size vs. price
% of Fund (quarterly)    JMBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,809,457 +87,647 +5.1% 4.41% $82.7M 2026-02-14 (Est.) $46.09
2025 Q3 ADDED 1,721,810 +219,336 +14.6% 4.24% $78.6M 2025-10-23 $45.08
2025 Q2 ADDED 1,502,474 +120,724 +8.7% 3.91% $67.7M 2025-07-29 $43.31
2025 Q1 ADDED 1,381,750 +136,479 +11.0% 3.93% $62.5M 2025-05-08 $42.55
2024 Q4 ADDED 1,245,271 +279,031 +28.9% 3.58% $55.0M 2025-01-23 $41.58
2024 Q3 ADDED 966,240 +187,041 +24.0% 2.86% $45.1M 2024-10-30 $41.82
2024 Q2 ADDED 779,199 +116,695 +17.6% 2.39% $34.8M 2024-08-02 $42.49
2024 Q1 ADDED 662,504 +161,262 +32.2% 2.06% $29.9M 2024-04-18 $39.46
2023 Q4 ADDED 501,242 +131,712 +35.6% 1.71% $23.0M 2024-02-01 $41.12
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FOSTER & MOTLEY INC and JMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning JMBS?

FOSTER & MOTLEY INC reported JMBS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JMBS position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for JMBS was 4.41% in 2025 Q4.

What is the latest reported JMBS position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER & MOTLEY INC reported 1,809,457 shares, equal to 4.41% of portfolio, with an estimated market value of $82.7M.

What does the chart on this JMBS ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly JMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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