JNBA Financial Advisors
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,321,033
- 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 |
|---|---|---|---|---|---|
| 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 | 199.1 K | 15.1% | 33.9 K | 0 | 33.9 K |
| ETFs | 1.122 M | 84.9% | 86.34 K | 0 | 86.34 K |
| Debt | 34 | 0.0% | 0 | 53 | -53 |
| Other | 84 | 0.0% | 0 | 4 | -4 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,321,033
Holdings
830
QoQ value change ($000)
120,163
(10.0%)
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.