% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JBALX in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | 3,2293,229 | $147,652 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | — | 3K | — | — | — | 3K | $147,652 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Financial Gravity Asset Management, Inc. | +3,229 | $145,337 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Garton & Associates Financial Advisors LLC | −931 | $41,904 | CLOSE |
| KELLEHER FINANCIAL ADVISORS | −27 | $1,215 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1 | 3,229 | — | $147,652 |
| 2025-Q4 | 2 | 958 | — | $46,262 |
| 2025-Q3 | 1 | 1,210 | — | $61,787 |
| 2025-Q2 | 1 | 3,020 | — | $147,592 |
| 2025-Q1 | 1 | 3,020 | — | $134,697 |
| 2024-Q4 | 1 | 3,020 | — | $138,200 |
| 2024-Q1 | 1 | 1,734 | — | $75,890 |
| 2023-Q4 | 1 | 865 | — | $36,661 |
| 2021-Q2 | 1 | 7,011 | — | $292,000 |
| 2020-Q3 | 1 | 20,804 | — | $810,000 |
| 2020-Q2 | 1 | 20,440 | — | $747,000 |
| 2019-Q2 | 1 | 3,221 | — | $112,000 |
| 2019-Q1 | 1 | 2,714 | — | $93,000 |
| 2018-Q1 | 1 | 6,080 | — | $201,000 |
| 2016-Q2 | 1 | 482 | — | $13,764 |
| 2015-Q4 | 1 | 479 | — | $13,887 |
| 2015-Q3 | 1 | 73,920 | — | $2M |
| 2015-Q2 | 1 | 56,926 | — | $2M |
| 2015-Q1 | 1 | 81,042 | — | $3M |
| 2014-Q4 | 1 | 76,112 | — | $2M |
| 2014-Q3 | 1 | 64,734 | — | $2M |
| 2014-Q2 | 1 | 64,006 | — | $2M |
| 2014-Q1 | 1 | 56,926 | — | $2M |
| 2013-Q4 | 1 | 55,263 | — | $2M |
| 2013-Q3 | 1 | 17,263 | — | $503,226 |
