Investors Research Corp JSMD — JANUS DETROIT STR TR

Ownership history in Investors Research Corp  ·  27 quarters on record

AI Ownership Summary

Investors Research Corp reported JANUS DETROIT STR TR (JSMD) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows JSMD at 0.12% 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 JSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investors Research Corp's position in JANUS DETROIT STR TR, 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
2026 Q1

JSMD was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 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 2026 Q1

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.

JSMD stock page Investors Research Corp fund profile Investors Research Corp full holdings
How Investors Research Corp held JSMD — position size vs. price
% of Fund (quarterly)    JSMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,827 -164 -2.1% 0.12% $621K 2026-05-15 (Est.) $89.22
2025 Q4 REDUCED 11.0% -2.6% ✅ 7,991 -988 -11.0% 0.12% $652K 2026-01-06 $84.83
2025 Q3 UNCHANGED — — — 8,979 — 0% 0.14% $751K 2025-10-02 $83.24
2025 Q2 UNCHANGED — — — 8,979 — 0% 0.14% $697K 2025-07-07 $78.16
2025 Q1 REDUCED 11.0% +11.1% ❌ 8,979 -1,110 -11.0% 0.14% $628K 2025-04-08 $62.17
2024 Q4 UNCHANGED — — — 10,089 — 0% 0.17% $757K 2025-02-07 $76.61
2024 Q3 REDUCED — — — 10,089 -90 -0.9% 0.16% $733K 2024-11-12 $79.32
2024 Q2 ADDED — — — 10,179 +127 +1.3% 0.16% $677K 2024-07-31 $70.71
2024 Q1 ADDED — — — 10,052 +660 +7.0% 0.16% $703K 2024-05-06 $67.27
2023 Q4 ADDED — — — 9,392 +560 +6.3% 0.15% $617K 2024-01-30 $64.87
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JSMD

As of 2026 Q1 — sorted by position size

Rise Advisors, LLC 3Y 5.43% Leelyn Smith, LLC 3Y 4.12% Three Magnolias Financial Advisors, LLC 3.03% Harbour Wealth Management Group, Inc. 2.97% BLUE JEAN FINANCIAL LLC 1.19% Stonebridge Wealth Management, LLC 1.17% Resonant Capital Advisors, LLC 3Y 1.06% Nova Wealth Management, Inc. 1.02% Breakwater Capital Group 3Y 0.38% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.37%

FAQ About Investors Research Corp and JSMD

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

How long has Investors Research Corp reported owning JSMD?

Investors Research Corp reported JSMD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JSMD position in Investors Research Corp's portfolio?

The largest reported portfolio weight for JSMD was 0.17% in 2024 Q4.

What is the latest reported JSMD position on this page?

The most recent filing on this page is 2026 Q1, when Investors Research Corp reported 7,827 shares, equal to 0.12% of portfolio, with an estimated market value of $621K.

What does the chart on this JSMD ownership page compare?

The chart compares Investors Research Corp's quarterly JSMD 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.

How well did Investors Research Corp time their JSMD position?

Based on 13F filing dates vs. subsequent JSMD price moves, Investors Research Corp correctly timed 13 out of 23 reported position changes (57%). The annualised alpha on JSMD relative to SPY over the holding period was -3.5%.

← Back to Investors Research Corp Holdings