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Jacob Fds shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Jacob Fds (JFWD) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Jacob Fds

Tip: Access up to 7 years of quarterly data

All positions including Jacob Fds held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jacob Fds by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 100 10.78
2024-06-30 $1.1k 100 10.60
2024-03-31 $953 100 9.53
2023-12-31 $1.0k 100 10.42
2023-09-30 $765 100 7.65
2023-06-30 $920 100 9.20
2023-03-31 $831 100 8.31
2022-12-31 $774 100 7.74
2022-09-30 $1.0k 100 10.00
2022-06-30 $1.0k 100 10.00
2022-03-31 $1.0k 100 10.00
2021-12-31 $2.0k 100 20.00

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View all positions for EverSource Wealth Advisors

Top funds holding Jacob Fds

Royal Bank of Canada
EverSource Wealth Advisors

View all funds holding Jacob Fds