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Richard Bernstein Advisors LLC: JMBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on JMBS, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 49,974 JMBS shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 49,974 shares
    Change vs previous 13F -8,837,273 shares

    0.07% of the 13F portfolio, value $2,257,859.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 8,887,247 shares
    Change vs previous 13F -64,709 shares

    11.93% of the 13F portfolio, value $406,058,444.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 8,951,956 shares
    Change vs previous 13F -1,323,021 shares

    11.68% of the 13F portfolio, value $409,732,208.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 10,274,977 shares
    Change vs previous 13F +700,883 shares

    11.42% of the 13F portfolio, value $462,887,818.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 9,574,094 shares
    Change vs previous 13F -104,652 shares

    10.47% of the 13F portfolio, value $432,749,054.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 9,678,746 shares
    Change vs previous 13F -362,662 shares

    9.69% of the 13F portfolio, value $427,606,966.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 10,041,408 shares
    Change vs previous 13F -426,755 shares

    10.04% of the 13F portfolio, value $468,431,698.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 10,468,163 shares
    Change vs previous 13F not available

    10.35% of the 13F portfolio, value $467,403,450.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).