JSI β€” JANUS DETROIT STR TR

Ownership history in Sanchez Wealth Management Group  Β·  1 quarter on record

AI Ownership Summary

Sanchez Wealth Management Group reported JANUS DETROIT STR TR (JSI) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.26% in 2025 Q3. The latest visible filing shows JSI at 0.26% 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 JSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sanchez Wealth Management Group'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 Q3

JSI was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q3

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 Q3

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 Sanchez Wealth Management Group held JSI β€” position size vs. price
% of Fund (quarterly)    JSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 21,987 β€” β€” 0.26% $1.1M 2025-11-06 $50.60

🏒 Other funds also holding JSI

As of 2026 Q1 β€” sorted by position size

Miller Global Investments, LLC 3.7%

FAQ About Sanchez Wealth Management Group and JSI

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

How long has Sanchez Wealth Management Group reported owning JSI?

Sanchez Wealth Management Group reported JSI across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported JSI position in Sanchez Wealth Management Group's portfolio?

The largest reported portfolio weight for JSI was 0.26% in 2025 Q3.

What is the latest reported JSI position on this page?

The most recent filing on this page is 2025 Q3, when Sanchez Wealth Management Group reported 21,987 shares, equal to 0.26% of portfolio, with an estimated market value of $1.1M.

What does the chart on this JSI ownership page compare?

The chart compares Sanchez Wealth Management Group's quarterly JSI 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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