• 13F History

JNBA Financial Advisors

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$979M
Signature - Title
Kimberlee Marie Brown - President and Chief Compliance Officer
Location
Bloomington, MN
Summary
This page shows a list of all the recent 13F filings made by JNBA Financial Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JNBA Financial Advisors reported 648 stock holdings with total value $979M as of Q4 2024. Top holdings included IVV, MOAT, SPDW, IJH, and SPMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 648 $979M +$44.8M -$19M +$25.7M IVV, MOAT, SPDW, IJH, SPMD 13F-HR 1/30/2025, 03:52 PM
Q3 2024 652 $993M +$39.3M -$62M -$22.7M IVV, SPDW, MOAT, IJH, SPEM 13F-HR 10/30/2024, 05:57 PM
Q2 2024 640 $948M +$78M -$79.4M -$1.34M IVV, SPDW, MOAT, SPMD, IJH 13F-HR 7/22/2024, 02:41 PM
Q1 2024 664 $952M +$203M -$137M +$66.6M IVV, MOAT, SPDW, IJH, SCHD 13F-HR 4/26/2024, 05:20 PM
Q4 2023 709 $879M +$30.5M -$33M -$2.51M MOAT, IJH, VIG, FNDF, SCHD 13F-HR 2/7/2024, 06:13 PM
Q3 2023 769 $801M +$31.1M -$24.2M +$6.89M MOAT, IJH, VIG, FNDF, SCHD 13F-HR 11/2/2023, 02:35 PM
Q2 2023 705 $834M +$61.8M -$22.5M +$39.4M MOAT, IJH, VIG, SCHD, FNDF 13F-HR 8/3/2023, 05:19 PM
Q1 2023 723 $768M +$28M -$8.88M +$19.1M MOAT, IJH, VIG, FNDF, SCHD 13F-HR 5/1/2023, 05:59 PM
Q4 2022 657 $720M +$30.1M -$21.5M +$8.63M MOAT, IJH, VIG, SCHD, FNDF 13F-HR 2/6/2023, 04:41 PM
Q3 2022 641 $648M +$50.6M -$15.1M +$35.5M MOAT, IJH, VIG, SCHD, VNQ 13F-HR 11/7/2022, 02:35 PM
Q2 2022 681 $659M +$26.3M -$9.82M +$16.5M MOAT, IJH, VIG, SCHD, VNQ 13F-HR 7/21/2022, 05:53 PM
Q1 2022 669 $755M +$36.5M -$59.2M -$22.7M MOAT, IJH, VIG, SCHD, SPDW 13F-HR 4/28/2022, 05:32 PM
Q4 2021 774 $819M +$34.5M -$9.18M +$25.3M MOAT, IJH, VIG, SCHD, VNQ 13F-HR 2/2/2022, 04:53 PM
Q3 2021 709 $744M +$30.2M -$10.9M +$19.3M MOAT, IJH, VIG, SCHD, SPDW 13F-HR 11/9/2021, 06:51 PM
Q2 2021 662 $738M +$30.5M -$16.6M +$14M MOAT, IJH, VIG, SCHD, SPDW 13F-HR 8/3/2021, 09:01 PM
Q1 2021 638 $689M +$37.8M -$6.59M +$31.2M MOAT, IJH, VIG, SCHD, SPDW 13F-HR 5/3/2021, 01:39 PM
Q4 2020 576 $608M +$82.6M -$33.9M +$48.7M MOAT, IJH, VIG, SCHD, SPDW 13F-HR 1/22/2021, 04:33 PM
Q3 2020 547 $496M +$14.4M -$7.39M +$6.97M MOAT, VIG, IJH, AFL, SCHD 13F-HR 11/5/2020, 01:59 PM
Q2 2020 534 $466M +$16.4M -$34M -$17.6M MOAT, VIG, IJH, AFL, SPDW 13F-HR 7/24/2020, 02:39 PM
Q1 2020 528 $416M +$33.5M -$26.6M +$6.87M MOAT, VIG, IJH, AFL, VEA 13F-HR 5/1/2020, 04:13 PM
Q4 2019 573 $518M +$22.4M -$19.4M +$3.01M MOAT, AFL, VIG, IJH, VEA 13F-HR 2/10/2020, 01:05 PM
Q3 2019 561 $492M +$17M -$15.7M +$1.27M MOAT, AFL, VIG, IJH, VEA 13F-HR 11/1/2019, 12:08 PM
Q2 2019 632 $490M +$28.6M -$17.9M +$10.8M MOAT, AFL, IJH, VIG, VEA 13F-HR 7/25/2019, 05:58 PM
Q1 2019 523 $464M +$25.2M -$41.7M -$16.5M MOAT, AFL, IJH, BIL, VIG 13F-HR 4/30/2019, 06:29 PM
Q4 2018 499 $440M +$402M -$79.3M +$323M BIL, MOAT, IJH, AFL, VIG 13F-HR 2/6/2019, 04:32 PM
Q3 2018 465 $219M +$173M -$240M -$66.3M MSFT, AAPL, JNJ, PFE, T 13F-HR 11/1/2018, 12:41 PM
Q2 2018 505 $472M +$13.1M -$11.4M +$1.63M MOAT, IJH, IVV, VIG, AFL 13F-HR 7/17/2018, 02:39 PM
Q1 2018 474 $466M +$27.2M -$15.5M +$11.7M IJH, MOAT, IVV, VIG, AFL Restatement 5/9/2018, 05:53 PM
Q4 2017 461 $475M +$17.8M -$12.6M +$5.19M IJH, MOAT, IVV, VIG, VEA 13F-HR 1/30/2018, 05:56 PM
Q3 2017 457 $448M +$63.7M -$69.6M -$5.88M IJH, MOAT, IVV, VIG, VEA 13F-HR 11/13/2017, 11:46 AM
Q2 2017 435 $440M +$9.71M -$3.66M +$6.05M SHY, IJH, MOAT, VEA, VIG 13F-HR 8/14/2017, 12:15 PM
Q1 2017 448 $424M +$18.4M -$13.4M +$5.01M SHY, IJH, MOAT, VEA, VIG 13F-HR 5/10/2017, 04:34 PM
Q4 2016 463 $411M +$331M -$302M +$29.5M SHY, IJH, MOAT, VIG, VEA 13F-HR 2/3/2017, 11:15 AM
Q3 2016 1,507 $685M +$607M -$241M +$365M VGK, DXJ, HYG, IWM, RWX 13F-HR 11/14/2016, 01:19 PM
Q2 2016 486 $358M +$112M -$40.1M +$71.6M IJH, MOATXXXX, VIG, IVV, AFL 13F-HR 7/22/2016, 02:05 PM
Q1 2016 515 $278M +$18.4M -$7.21M +$11.2M SHY, IJH, VIG, MOATXXXX, IAUXXXX 13F-HR 4/20/2016, 06:52 PM
Q4 2015 493 $261M +$30.5M -$5M +$25.5M SHY, IJH, MOATXXXX, VIG, VTI 13F-HR 1/26/2016, 05:43 PM
Q3 2015 498 $235M +$44.5M -$51M -$6.5M SHY, IJH, MOATXXXX, VIG, VTI 13F-HR 10/28/2015, 03:33 PM
Q2 2015 502 $264M +$11.7M -$2.64M +$9.08M VTI, IVV, MOATXXXX, IJH, VIG 13F-HR 7/29/2015, 03:21 PM
Q1 2015 505 $260M +$13.4M -$2.81M +$10.5M VTI, IVV, MOATXXXX, VIG, IJH 13F-HR 4/24/2015, 11:27 AM
Q4 2014 517 $248M +$27.4M -$4.44M +$23M VTI, MOATXXXX, IVV, VIG, IJH 13F-HR 1/28/2015, 09:57 AM
Q3 2014 563 $220M +$22.6M -$4.28M +$18.3M VTI, MOATXXXX, VIG, IJH, IVV 13F-HR 10/22/2014, 11:56 AM
Q2 2014 488 $206M +$15.6M -$4.22M +$11.3M VTI, MOATXXXX, VIG, IJH, IAUXXXX 13F-HR 7/24/2014, 11:43 AM
Q1 2014 454 $190M +$8.14M -$3.88M +$4.26M VTI, MOATXXXX, VIG, IJH, PRFXXXX 13F-HR 5/2/2014, 06:12 PM
Q4 2013 420 $183M VTI, VIG, MOATXXXX, IJH, VEU 13F-HR 1/21/2014, 01:50 PM