Advertisement
Screener

JDM Financial Group LLC Historic Quarter Change: USA Funds, Sold Out

JDM Financial Group LLC historic quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, JDM Financial Group LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1960212), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-18); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-21); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-18); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Financial Council, LLCUnited States$0.259B101
Barbara Oil Co.United States$0.259B69
TOEWS CORP /ADVUnited States$0.259B6
KALEIDOSCOPE CAPITAL LPUnited States$0.260B15
POTENTIA WEALTHUnited States$0.259B89
Sawyer & Company, IncUnited States$0.260B197
MILLER WEALTH ADVISORS, LLCUnited States$0.260B117
BLUESTEM FINANCIAL ADVISORS, LLCUnited States$0.259B33
Bayview Asset Management, LLCUnited States$0.260B58
Quartz Partners, LLCUnited States$0.259B168