UBS Group’s Jacob Forward ETF JFWD Stock Holding History

UBS Group’s Portfolio JFWD Stock Details JFWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-549	Closed	-$5.92K	–	10610
2024 Q3	$5.92K	Buy	549 +548	+54,800%	+$5.67K	﹤0.01%	8015
2024 Q2	$10	Buy	+1	New	+$10	﹤0.01%	9365
2023 Q1	–	Sell	-2,054	Closed	-$15.9K	–	10629
2022 Q4	$15.9K	Buy	2,054 +639	+45%	+$5.27K	﹤0.01%	7937
2022 Q3	$12K	Buy	1,415 +510	+56%	+$4.79K	﹤0.01%	8200
2022 Q2	$7K	Sell	905 -816	-47%	-$8.5K	﹤0.01%	8554
2022 Q1	$24K	Sell	1,721 -634	-27%	-$8.92K	﹤0.01%	7259
2021 Q4	$42K	Buy	2,355 +1,516	+181%	+$30K	﹤0.01%	7081
2021 Q3	$16K	Buy	+839	New	+$17K	﹤0.01%	7441

UBS Group's JFWD Position: Q4 2024 in Review

UBS Group sold out of Jacob Forward ETF (JFWD) in Q4 2024, closing a stake of 549 shares — an estimated $5.92K sold.

UBS Group first reported a position in JFWD in Q3 2021 and held it in 8 quarters. The position peaked at $42K in Q4 2021. 0 funds tracked by Wall St. Rank hold JFWD as of Q4 2024.

UBS Group reported no remaining Jacob Forward ETF position as of Q4 2024 after selling out during the quarter.
UBS Group sold 549 Jacob Forward ETF shares in Q4 2024, an estimated $5.92K.
UBS Group first reported a position in Jacob Forward ETF in Q3 2021 and held it in 8 quarters.
UBS Group's Jacob Forward ETF position peaked at $42K in Q4 2021.
0 funds tracked by Wall St. Rank held Jacob Forward ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.