HoldingsChannel.com
JMBS Holdings Changes image
This page summarizes the JMBS holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2019 period, comparing share count change from 3/31/2019 to 6/30/2019. Share count is compared over these two periods to provide an indication of whether JMBS is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer3/31/2019
 Share Count 
6/30/2019
 Share Count 
Change% Change
13F Filers Increasing JMBS Share Count
B. Riley Wealth Management Inc. 10,977 37,053 +26,076 +237.55%
Jane Street Group LLC 11,635 35,865 +24,230 +208.25%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 20,451 37,814 +17,363 +84.90%
Bank of America Corp DE 143,664 172,847 +29,183 +20.31%
Financial Enhancement Group LLC 310,472 341,141 +30,669 +9.88%
Usca Ria LLC 12,604 13,649 +1,045 +8.29%
LPL Financial LLC 112,891 117,357 +4,466 +3.96%
Royal Bank of Canada 5,800 5,900 +100 +1.72%
13F Filers Reporting New Positions In JMBS
Proequities Inc. 0 0 UNCH 100%
Commonwealth Equity Services LLC 0 4,334 +4,334 +100%
Goldman Sachs Group Inc. 0 32,219 +32,219 +100%
Morgan Stanley 0 24,136 +24,136 +100%
Ladenburg Thalmann Financial Services Inc. 0 47,381 +47,381 +100%
Atwood & Palmer Inc. 0 35,170 +35,170 +100%
Gladstone Institutional Advisory LLC 0 14,189 +14,189 +100%
13F Filers With Unchanged Share Count
Horizon Investments LLC 138,696 138,696 UNCH 0.00%
Rockefeller Capital Management L.P. 12,425 12,425 UNCH 0.00%
13F Filers Decreasing JMBS Share Count
Western Wealth Management LLC 55,175 48,401 -6,774 -12.28%
Sequoia Wealth Management LLC 16,091 14,731 -1,360 -8.45%
13F Filers Exiting JMBS
Janus Henderson Group PLC 100,000 0 -100,000 -100.00%

See Summary: Institutional Holders of JMBS
See Details: Top 10 Hedge Funds Holding JMBS

JMBS Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.