Jacob Forward ETFJFWDETF
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
$10.78avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Jacob Forward ETF (JFWD) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Royal Bank of Canada ($131K), UBS Group AG ($6K) and EverSource Wealth Advisors, LLC ($1K).
- Company
- Jacob Forward ETF
- CUSIP
- 469785703
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $186K |
All 13F filers, Q2 2024 → Q3 2024: 732 shares bought and 18,529 shares sold, net −17,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Royal Bank of Canada | 0.00% | Add +1.5% | 12,151 | $131K |
| UBS Group AG | 0.00% | Add +54800.0% | 549 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $1K |
"% of holder's portfolio" is JFWD's weight in each manager's 13F, not the share of Jacob Forward ETF the manager owns.