NewEdge Wealth, LLC has opened a new $7.5M position in $JMBS, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $JMBS.
$JMBS Hedge Fund Activity
We have seen 169 institutional investors add shares of $JMBS stock to their portfolio, and 104 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RICHARD BERNSTEIN ADVISORS LLC removed 8,837,273 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $399,267,994
- MORGAN STANLEY added 4,119,668 shares (+19.3%) to their portfolio in Q4 2025, for an estimated $188,227,630
- FOCUS PARTNERS WEALTH added 2,806,002 shares (+inf%) to their portfolio in Q4 2025, for an estimated $128,206,231
- KOVITZ INVESTMENT GROUP PARTNERS, LLC removed 2,594,064 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $118,522,784
- ADVANCE CAPITAL MANAGEMENT, INC. added 1,748,998 shares (+12596.3%) to their portfolio in Q1 2026, for an estimated $79,019,729
- PARALLEL ADVISORS, LLC removed 1,114,039 shares (-73.9%) from their portfolio in Q1 2026, for an estimated $50,332,282
- CORIENT PRIVATE WEALTH LLC removed 912,706 shares (-50.7%) from their portfolio in Q4 2025, for an estimated $41,701,537
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$JMBS Congressional Stock Trading
Members of Congress have traded $JMBS stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $JMBS stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/23, 11/21 and 1 sale worth up to $15,000 on 02/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $JMBS ticker page for more data.
