JMBS JANUS DETROIT STR TR

Ownership history in Towneley Capital Management, Inc / DE  ·  10 quarters on record

AI Ownership Summary

Towneley Capital Management, Inc / DE reported JANUS DETROIT STR TR (JMBS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.98% in 2025 Q2. The latest visible filing shows JMBS at 5.82% 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 JMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Towneley Capital Management, Inc / DE'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

JMBS was reported at 5.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.98% in 2025 Q2

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.

How Towneley Capital Management, Inc / DE held JMBS — position size vs. price
% of Fund (quarterly)    JMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 615,498 +17,236 +2.9% 5.82% $27.8M 2026-04-21 $45.51
2025 Q4 ADDED 598,262 +8,858 +1.5% 5.76% $27.3M 2026-01-30 $45.36
2025 Q3 ADDED 589,404 +11,184 +1.9% 5.85% $26.9M 2025-10-17 $44.80
2025 Q2 ADDED 578,220 +130,309 +29.1% 5.98% $26.0M 2025-07-30 $43.02
2025 Q1 ADDED 447,911 +15,303 +3.5% 4.74% $20.2M 2025-04-11 $41.91
2024 Q4 ADDED 432,608 +39,574 +10.1% 4.54% $19.1M 2025-01-29 $41.74
2024 Q3 ADDED 393,034 +6,888 +1.8% 4.15% $18.3M 2024-10-08 $42.38
2024 Q2 ADDED 386,146 +12,429 +3.3% 4.04% $17.2M 2024-07-23 $41.14
2024 Q1 ADDED 373,717 +9,222 +2.5% 4.14% $16.9M 2024-04-22 $39.33
2023 Q4 INITIATED 364,495 4.29% $16.7M 2024-01-17 $40.34

FAQ About Towneley Capital Management, Inc / DE and JMBS

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

How long has Towneley Capital Management, Inc / DE reported owning JMBS?

Towneley Capital Management, Inc / DE reported JMBS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JMBS position in Towneley Capital Management, Inc / DE's portfolio?

The largest reported portfolio weight for JMBS was 5.98% in 2025 Q2.

What is the latest reported JMBS position on this page?

The most recent filing on this page is 2026 Q1, when Towneley Capital Management, Inc / DE reported 615,498 shares, equal to 5.82% of portfolio, with an estimated market value of $27.8M.

What does the chart on this JMBS ownership page compare?

The chart compares Towneley Capital Management, Inc / DE'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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