JDM Financial Group LLC Portfolio Holdings
Q3 2025•275 long positions•$238.5M portfolio value
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Holding281 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.9M 12.52% | -$327.8K Sold | — 232.6K shares | 235.2K → 232.6K −$327.8K | -1.09% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $26.6M 11.15% | +$13.9M Bought | — 527.3K shares | 252.2K → 527.3K +$13.9M | +109.1% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $24.3M 10.2% | -$3.2M Sold | — 58.2K shares | 65.8K → 58.2K −$3.2M | -11.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $23.1M 9.68% | +$5.2M Bought | — 546.7K shares | 422.7K → 546.7K +$5.2M | +29.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.9M 6.25% | -$1.4M Sold | — 22.3K shares | 24.4K → 22.3K −$1.4M | -8.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.9M 4.97% | +$5.5M Bought | — 131.4K shares | 70.4K → 131.4K +$5.5M | +86.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.2M 4.69% | +$9.8K Bought | — 41.2K shares | 41.1K → 41.2K +$9.8K | +0.09% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.9M 4.59% | +$96.6K Bought | — 46.0K shares | 45.6K → 46.0K +$96.6K | +0.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.9M 4.57% | +$6.9M Bought | — 108.2K shares | 39.7K → 108.2K +$6.9M | +172.34% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $9.7M 4.06% | +$379.3K Bought | — 208.9K shares | 200.8K → 208.9K +$379.3K | +4.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 2.49% | -$257.1K Sold | — 8.9K shares | 9.3K → 8.9K −$257.1K | -4.14% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $5.1M 2.12% | +$13.5K Bought | 0.0% 19.9K shares | 19.8K → 19.9K +$13.5K | +0.27% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 2.0% | -$290.3K Sold | — 45.7K shares | 48.5K → 45.7K −$290.3K | -5.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.6M 1.5% | -$52.5K Sold | — 64.8K shares | 65.7K → 64.8K −$52.5K | -1.44% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.38% | -$410.3K Sold | — 42.1K shares | 47.3K → 42.1K −$410.3K | -11.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.38% | -$95.1K Sold | — 54.9K shares | 56.5K → 54.9K −$95.1K | -2.81% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 1.11% | — | — 58.0K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.1M 0.878% | -$110.3K Sold | — 38.7K shares | 40.7K → 38.7K −$110.3K | -5.0% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.1M 0.862% | +$61.8K Bought | — 42.1K shares | 40.8K → 42.1K +$61.8K | +3.1% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.0M 0.833% | -$12.5K Sold | — 22.8K shares | 22.9K → 22.8K −$12.5K | -0.62% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.9M 0.804% | -$132.0K Sold | 0.0% 9.7K shares | 10.4K → 9.7K −$132.0K | -6.44% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.771% | -$85.5K Sold | — 46.3K shares | 48.5K → 46.3K −$85.5K | -4.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 0.756% | — | — 42.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.662% | -$352.7K Sold | — 6.4K shares | 7.8K → 6.4K −$352.7K | -18.26% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 0.603% | +$1.4M Bought | — 12.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $902.4K 0.378% | -$82.1K Sold | — 17.7K shares | 19.3K → 17.7K −$82.1K | -8.34% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $890.2K 0.373% | +$48.7K Bought | — 13.5K shares | 12.8K → 13.5K +$48.7K | +5.79% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $882.5K 0.37% | — | — 21.4K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $837.2K 0.351% | -$74.3K Sold | — 34.5K shares | 37.5K → 34.5K −$74.3K | -8.15% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $772.6K 0.324% | -$18.4K Sold | — 3.2K shares | 3.3K → 3.2K −$18.4K | -2.32% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $720.9K 0.302% | -$721.5K Sold | — 1.2K shares | 2.4K → 1.2K −$721.5K | -50.02% | — — | Q4 2022 Held for 2y 11m | |
REIT - Retail Real Estate | $717.4K 0.301% | +$87.3K Bought | 0.001% 3.8K shares | 3.4K → 3.8K +$87.3K | +13.85% | $61.3B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $697.9K 0.293% | +$35.7K Bought | — 1.5K shares | 1.4K → 1.5K +$35.7K | +5.39% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $665.7K 0.279% | +$12.6K Bought | — 13.1K shares | 12.9K → 13.1K +$12.6K | +1.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $633.6K 0.266% | +$122.3K Bought | — 2.2K shares | 1.8K → 2.2K +$122.3K | +23.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $618.4K 0.259% | -$5.4K Sold | — 6.6K shares | 6.7K → 6.6K −$5.4K | -0.87% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $531.1K 0.223% | +$16.2K Bought | 0.0% 2.4K shares | 2.3K → 2.4K +$16.2K | +3.16% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $530.2K 0.222% | +$6.6K Bought | 0.0% 2.2K shares | 2.2K → 2.2K +$6.6K | +1.25% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $480.6K 0.201% | -$22.4K Sold | — 16.4K shares | 17.1K → 16.4K −$22.4K | -4.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $474.8K 0.199% | — | — 2.4K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $441.2K 0.185% | -$10.7K Sold | — 8.3K shares | 8.5K → 8.3K −$10.7K | -2.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $410.7K 0.172% | — | — 689.0 shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $395.3K 0.166% | — | 0.0% 3.5K shares | — | — | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $390.2K 0.164% | +$11.9K Bought | 0.0% 753.0 shares | 730.0 → 753.0 +$11.9K | +3.15% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $373.0K 0.156% | — | 0.0% 742.0 shares | — | — | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $356.8K 0.15% | — | — 744.0 shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $335.8K 0.141% | +$259.5K Bought | — 14.4K shares | 3.3K → 14.4K +$259.5K | +339.79% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $312.9K 0.131% | +$418.6 Bought | — 1.5K shares | 1.5K → 1.5K +$418.6 | +0.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $308.7K 0.129% | +$46.3 Bought | — 6.7K shares | 6.7K → 6.7K +$46.3 | +0.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $307.0K 0.129% | -$161.8K Sold | — 11.7K shares | 17.8K → 11.7K −$161.8K | -34.52% | — — | Q4 2022 Held for 2y 11m |
