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Disclosery

JNBA Financial Advisors: JHEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JNBA Financial Advisors on JHEM, newest first. How the timeline and the estimate are built.

JNBA Financial Advisors held 22,736 JHEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,736 shares
    Change vs previous 13F -782 shares

    0.07% of the 13F portfolio, value $914,958.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 23,518 shares
    Change vs previous 13F -610 shares

    0.07% of the 13F portfolio, value $805,666.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 24,128 shares
    Change vs previous 13F -1,210 shares

    0.07% of the 13F portfolio, value $793,798.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 25,338 shares
    Change vs previous 13F -2,307 shares

    0.07% of the 13F portfolio, value $802,062.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,645 shares
    Change vs previous 13F -1,698 shares

    0.08% of the 13F portfolio, value $806,946.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 29,343 shares
    Change vs previous 13F -821 shares

    0.08% of the 13F portfolio, value $782,303.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 30,164 shares
    Change vs previous 13F -737 shares

    0.08% of the 13F portfolio, value $779,729.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 30,901 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $883,758.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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