JNBA Financial Advisors
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,322,901
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 914 | 1,322,901 | 13F-HR | JNBA Financial Advisors |
| Q2 2026 | 7/23/2026 | 830 | 1,321,033 | 13F-HR | JNBA Financial Advisors |
| Q1 2026 | 4/22/2026 | 819 | 1,200,870 | 13F-HR | JNBA Financial Advisors |
| Q4 2025 | 1/26/2026 | 796 | 1,144,918 | 13F-HR | JNBA Financial Advisors |
| Q3 2025 | 10/28/2025 | 651 | 1,100,612 | 13F-HR | JNBA Financial Advisors |
| Q2 2025 | 7/24/2025 | 651 | 1,039,704 | 13F-HR | JNBA Financial Advisors |
| Q2 2014 | 7/24/2014 | 516 | 206,282 | 13F-HR | JNBA Financial Advisors |
| Q1 2014 | 5/5/2014 | 483 | 189,904 | 13F-HR | JNBA Financial Advisors |
| Q4 2013 | 1/21/2014 | 442 | 182,619 | 13F-HR | JNBA Financial Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 202.1 K | 15.3% | 2.957 K | 0 | 2.957 K |
| ETFs | 1.121 M | 84.7% | 0 | 1.065 K | -1.065 K |
| Debt | 0 | 0.0% | 0 | 34 | -34 |
| Other | 95 | 0.0% | 11 | 0 | 11 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
1,322,901
Holdings
914
QoQ value change ($000)
1,868
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.