JFA
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JNBA Financial Advisors’s Morningstar MORN Stock Holding History

JNBA Financial Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5
Closed -$1.68K – 669
2024
Q4 		$1.68K Hold
5
– – ﹤0.01% 599
2024
Q3 		$1.6K Hold
5
– – ﹤0.01% 609
2024
Q2 		$1.48K Hold
5
– – ﹤0.01% 590
2024
Q1 		$1.54K Hold
5
– – ﹤0.01% 613
2023
Q4 		$1.43K Hold
5
– – ﹤0.01% 627
2023
Q3 		$1.17K Hold
5
– – ﹤0.01% 656
2023
Q2 		$981 Hold
5
– – ﹤0.01% 659
2023
Q1 		$1.02K Buy
+5
New +$1.1K ﹤0.01% 660
2021
Q4 		– Sell
-116
Closed -$30K – 854
2021
Q3 		$30K Buy
+116
New +$30.5K ﹤0.01% 359

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Select Equity Group
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Wellington Management Group
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Bank of America
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return