JFA
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JNBA Financial Advisors’s NiSource NI Stock Holding History

JNBA Financial Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-244
Closed -$10.2K – 862
2025
Q4 		$10.2K Hold
244
– – ﹤0.01% 488
2025
Q3 		$10.6K Hold
244
– – ﹤0.01% 471
2025
Q2 		$9.84K Hold
244
– – ﹤0.01% 468
2025
Q1 		$9.78K Hold
244
– – ﹤0.01% 464
2024
Q4 		$8.97K Hold
244
– – ﹤0.01% 472
2024
Q3 		$8.46K Buy
+244
New +$7.79K ﹤0.01% 473
2019
Q3 		– Sell
-100
Closed -$3K – 662
2019
Q2 		$3K Buy
+100
New +$2.82K ﹤0.01% 572
2018
Q4 		– Sell
-769
Closed -$19K – 664
2018
Q3 		$19K Buy
+769
New +$20.4K 0.01% 320
2016
Q4 		– Sell
-1,504
Closed -$36K – 1028
2016
Q3 		$36K Buy
+1,504
New +$37.6K 0.01% 624

Other funds holding NI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return