J.W. COLE ADVISORS, INC. JMID β€” JANUS DETROIT STR TR

Ownership history in J.W. COLE ADVISORS, INC.  Β·  2 quarters on record

AI Ownership Summary

J.W. COLE ADVISORS, INC. reported JANUS DETROIT STR TR (JMID) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows JMID at 0.01% 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.

What this JMID ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J.W. COLE ADVISORS, INC.'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
2025 Q4

JMID was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
2025 Q3 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 J.W. COLE ADVISORS, INC. held JMID β€” position size vs. price
% of Fund (quarterly)    JMID price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 18,502 +5,287 +40.0% 0.01% $538K 2026-02-11 $29.94
2025 Q3 INITIATED β€” β€” β€” 13,215 β€” β€” 0.01% $399K 2025-11-05 $29.43

🏒 Other funds also holding JMID

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.0%

FAQ About J.W. COLE ADVISORS, INC. and JMID

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

How long has J.W. COLE ADVISORS, INC. reported owning JMID?

J.W. COLE ADVISORS, INC. reported JMID across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported JMID position in J.W. COLE ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for JMID was 0.01% in 2025 Q4.

What is the latest reported JMID position on this page?

The most recent filing on this page is 2025 Q4, when J.W. COLE ADVISORS, INC. reported 18,502 shares, equal to 0.01% of portfolio, with an estimated market value of $538K.

What does the chart on this JMID ownership page compare?

The chart compares J.W. COLE ADVISORS, INC.'s quarterly JMID 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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