JACOB FDS INC (JFWD)
Institutional ownership reported to the SEC as of Q3 2024, across 13 quarters.
3
Reporting holders
$138.0K
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Royal Bank of Canada | $131.0K | 12,151 | 0.00% | 13q | +1.5%+$2.0K |
| UBS Group AG | $5.9K | 549 | 0.00% | 2q | +54800.0%+$5.9K |
| EverSource Wealth Advisors, LLC | $1.1K | 100 | 0.00% | 12q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 3 | $138.0K | 12,800 | 0 | 2 | 0 | 0.0% |
| Q2 2024 | 4 | $306.7K | 30,597 | 2 | 1 | 0 | 0.0% |
| Q1 2024 | 2 | $124.0K | 11,243 | 0 | 1 | 0 | 0.0% |
| Q4 2023 | 2 | $53.0K | 5,075 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 3 | $316.3K | 41,438 | 1 | 1 | 0 | 0.0% |
| Q2 2023 | 2 | $167.9K | 18,290 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 3 | $51.0K | 6,140 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 4 | $92.7K | 11,953 | 0 | 1 | 1 | 0.0% |
| Q3 2022 | 4 | $147.4K | 17,080 | 0 | 2 | 0 | 0.0% |
| Q2 2022 | 5 | $82.2K | 10,054 | 1 | 0 | 2 | 0.0% |
| Q1 2022 | 4 | $184.2K | 13,140 | 0 | 1 | 1 | 0.0% |
| Q4 2021 | 3 | $195.0K | 10,909 | 0 | 1 | 1 | 0.0% |
| Q3 2021 | 2 | $266.0K | 13,608 | 2 | 0 | 0 | 0.0% |