JDM Financial Group LLC

13F filer · CIK 0001960212

Reported Aug 18, 2026

Net seller this quarter

13F portfolio value$293MU.S. long equity reported on 13F

Positions1815 new · 3 closed

Net flow last quarter-$19.5MBuys minus sells

Top 10 positions weight6.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 18, 2026181 positions
SPYSPDR S&P 500 ETF Trust	$6.64M	2.27%	Not reported	+0.6%	Q4 2022
AAPLApple Inc.	$5.57M	1.90%	0.00%	-0.2%	Q4 2022
BUFFBlue Buffalo Pet Products, Inc.	$2.16M	0.74%	0.02%	+1.6%	Q3 2024
NVDANvidia Corp	$1.38M	0.47%	0.00%	-18.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$786K	0.27%	Not reported	Not reported	Q4 2022
SPGSimon Property Group Inc.	$754K	0.26%	42.13%	+0.3%	Q4 2022
GOOGLAlphabet Inc.	$699K	0.24%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$631K	0.22%	0.00%	+1.5%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$485K	0.17%	Not reported	-97.4%	Q4 2022
XOMExxonMobil Holdings Corp	$479K	0.16%	0.00%	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$359K	0.12%	Not reported	Not reported	Q4 2022
MSFTMicrosoft Corp	$270K	0.09%	0.00%	+13.9%	Q4 2022
GOOGAlphabet Inc.	$230K	0.08%	Not reported	+18.1%	Q4 2022
SPMDSupermedia Inc.	$212K	0.07%	Not reported	-0.9%	Q4 2022
COSTCostco Wholesale Corp	$206K	0.07%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$196K	0.07%	0.00%	+0.2%	Q4 2022
ABNBAirbnb, Inc.	$171K	0.06%	Not reported	Not reported	Q4 2022
CAHCardinal Health Inc	$145K	0.05%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$142K	0.05%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$136K	0.05%	Not reported	Not reported	Q3 2024
SRESempra	$130K	0.04%	0.00%	Not reported	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$123K	0.04%	Not reported	Not reported	Q4 2022
GEGeneral Electric Co	$115K	0.04%	0.00%	Not reported	Q4 2022
SUSASouthern USA Resources Inc.	$107K	0.04%	Not reported	Not reported	Q1 2026
BABoeing Co	$85.5K	0.03%	0.00%	Not reported	Q4 2022
GEVGE Vernova Inc.	$84.6K	0.03%	0.00%	Not reported	Q2 2024
GILDGilead Sciences, Inc.	$81.7K	0.03%	0.00%	+0.6%	Q4 2022
GSGoldman Sachs Group Inc	$80.9K	0.03%	0.00%	Not reported	Q3 2024
QQQInvesco QQQ Trust, Series 1	$79.5K	0.03%	Not reported	-90.1%	Q4 2022
AMATApplied Materials Inc	$75.5K	0.03%	0.00%	Not reported	Q3 2024
WMTWalmart Inc.	$74.4K	0.03%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$72.4K	0.02%	0.00%	Not reported	Q4 2022
SCZNXG NextGen Infrastructure Income Fund	$72K	0.02%	Not reported	Not reported	Q4 2022
ICFICF International, Inc.	$66.3K	0.02%	Not reported	Not reported	Q4 2022
JNJJohnson & Johnson	$65.5K	0.02%	0.00%	Not reported	Q4 2022
GLDSPDR Gold Trust	$63K	0.02%	0.00%	Not reported	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$53.9K	0.02%	0.00%	Not reported	Q1 2024
AMDAdvanced Micro Devices Inc	$51.7K	0.02%	0.00%	Not reported	Q4 2022
VVisa Inc.	$48.3K	0.02%	0.00%	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$47K	0.02%	0.00%	Not reported	Q4 2022
EQIXEquinix Inc	$46.9K	0.02%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$45.3K	0.02%	0.00%	+20.9%	Q3 2024
CVXChevron Corp	$44.1K	0.02%	0.00%	Not reported	Q4 2022
WFCWells Fargo & Company	$38.4K	0.01%	0.00%	Not reported	Q4 2022
BIDUBaidu, Inc.	$37.1K	0.01%	Not reported	Not reported	Q4 2022
BAXBaxter International Inc	$35.1K	0.01%	0.00%	Not reported	Q4 2022
FNDFSchwab Strategic Trust	$29.5K	0.01%	Not reported	Not reported	Q4 2024
MUMicron Technology Inc	$28.9K	0.01%	0.00%	-89.4%	Q3 2024
ONDSOndas Inc.	$28.4K	0.01%	0.00%	New	Q2 2026
MKSIMKS Inc	$23.1K	0.01%	0.00%	Not reported	Q1 2026

Q1 2026Reported May 21, 2026179 positions
SPYSPDR S&P 500 ETF Trust	$5.75M	2.22%	Not reported	-0.2%	Q4 2022
AAPLApple Inc.	$4.9M	1.89%	0.00%	0.0%	Q4 2022
BUFFBlue Buffalo Pet Products, Inc.	$1.99M	0.77%	0.02%	-1.2%	Q3 2024
NVDANvidia Corp	$1.47M	0.57%	0.00%	-0.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$697K	0.27%	Not reported	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$631K	0.24%	Not reported	-1.4%	Q4 2022
SPGSimon Property Group Inc.	$627K	0.24%	42.01%	+0.3%	Q4 2022
XOMExxonMobil Holdings Corp	$595K	0.23%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$563K	0.22%	0.00%	+7.1%	Q4 2022
AMZNAmazon Com Inc	$543K	0.21%	0.00%	+14.9%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$451K	0.17%	Not reported	+3812.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$344K	0.13%	Not reported	Not reported	Q4 2022
MSFTMicrosoft Corp	$235K	0.09%	0.00%	+20.0%	Q4 2022
COSTCostco Wholesale Corp	$219K	0.08%	0.00%	Not reported	Q4 2022
SPMDSupermedia Inc.	$187K	0.07%	Not reported	0.0%	Q4 2022
AVGOBroadcom Inc.	$161K	0.06%	0.00%	+18.5%	Q4 2022
GOOGAlphabet Inc.	$158K	0.06%	Not reported	+12.7%	Q4 2022
ABNBAirbnb, Inc.	$151K	0.06%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$138K	0.05%	Not reported	Not reported	Q3 2024
SRESempra	$136K	0.05%	0.00%	Not reported	Q4 2022
CAHCardinal Health Inc	$129K	0.05%	0.00%	Not reported	Q4 2022
TSLATesla, Inc.	$126K	0.05%	0.00%	-35.6%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$115K	0.04%	Not reported	Not reported	Q4 2022
SUSASouthern USA Resources Inc.	$91.9K	0.04%	Not reported	New	Q1 2026
GILDGilead Sciences, Inc.	$89.5K	0.03%	0.00%	-3.9%	Q4 2022
GEGeneral Electric Co	$87.5K	0.03%	0.00%	-7.8%	Q4 2022
WMTWalmart Inc.	$81.7K	0.03%	0.00%	Not reported	Q4 2022
MUMicron Technology Inc	$79.4K	0.03%	0.00%	Not reported	Q3 2024
BABoeing Co	$78.6K	0.03%	0.00%	Not reported	Q4 2022
GLDSPDR Gold Trust	$73.6K	0.03%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$70.4K	0.03%	0.00%	Not reported	Q4 2022
SCZNXG NextGen Infrastructure Income Fund	$68.6K	0.03%	Not reported	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$67.7K	0.03%	0.00%	Not reported	Q3 2024
JNJJohnson & Johnson	$63.1K	0.02%	0.00%	Not reported	Q4 2022
GEVGE Vernova Inc.	$62.8K	0.02%	0.00%	Not reported	Q2 2024
GBTCGrayscale Bitcoin Trust ETF	$62.4K	0.02%	0.00%	Not reported	Q1 2024
ICFICF International, Inc.	$60.7K	0.02%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$55K	0.02%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$47K	0.02%	0.00%	Not reported	Q3 2024
EQIXEquinix Inc	$44.1K	0.02%	0.00%	Not reported	Q4 2022
VVisa Inc.	$42.6K	0.02%	0.00%	Not reported	Q4 2022
WFCWells Fargo & Company	$37K	0.01%	0.00%	Not reported	Q4 2022
BIDUBaidu, Inc.	$36.2K	0.01%	Not reported	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$31K	0.01%	0.00%	Not reported	Q4 2022
BAXBaxter International Inc	$27.6K	0.01%	0.00%	Not reported	Q4 2022
FNDFSchwab Strategic Trust	$27.4K	0.01%	Not reported	Not reported	Q4 2024
ABTAbbott Laboratories	$24.6K	0.01%	0.00%	Not reported	Q4 2022
TMUST-Mobile US, Inc.	$21.8K	0.01%	0.00%	-14.8%	Q4 2022
MCKMckesson Corp	$21.6K	0.01%	0.00%	-16.7%	Q4 2024
USBUS Bancorp \de\	$18.9K	0.01%	0.00%	Not reported	Q3 2024

Q4 2025Reported Feb 2, 2026117 positions
SPYSPDR S&P 500 ETF Trust	$6.04M	2.34%	Not reported	-0.8%	Q4 2022
AAPLApple Inc.	$5.25M	2.04%	0.00%	-2.9%	Q4 2022
BUFFBlue Buffalo Pet Products, Inc.	$2.04M	0.79%	0.02%	-3.0%	Q3 2024
NVDANvidia Corp	$1.57M	0.61%	0.00%	-13.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$723K	0.28%	Not reported	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$681K	0.26%	Not reported	-7.7%	Q4 2022
SPGSimon Property Group Inc.	$620K	0.24%	41.88%	-12.4%	Q4 2022
GOOGLAlphabet Inc.	$572K	0.22%	0.00%	-16.2%	Q4 2022
AMZNAmazon Com Inc	$524K	0.20%	0.00%	-6.2%	Q4 2022
XOMExxonMobil Holdings Corp	$422K	0.16%	0.00%	Not reported	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$416K	0.16%	Not reported	Not reported	Q4 2022
BRK.BBerkshire Hathaway Inc	$360K	0.14%	Not reported	-3.4%	Q4 2022
MSFTMicrosoft Corp	$256K	0.10%	0.00%	-29.8%	Q4 2022
TSLATesla, Inc.	$236K	0.09%	0.00%	+0.8%	Q4 2022
COSTCostco Wholesale Corp	$190K	0.07%	0.00%	-6.4%	Q4 2022
SPMDSupermedia Inc.	$183K	0.07%	Not reported	-0.9%	Q4 2022
ABNBAirbnb, Inc.	$162K	0.06%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$159K	0.06%	Not reported	Not reported	Q3 2024
GOOGAlphabet Inc.	$154K	0.06%	Not reported	-13.0%	Q4 2022
AVGOBroadcom Inc.	$152K	0.06%	0.00%	Not reported	Q4 2022
CAHCardinal Health Inc	$126K	0.05%	0.00%	Not reported	Q4 2022
SRESempra	$124K	0.05%	0.00%	Not reported	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$111K	0.04%	Not reported	Not reported	Q4 2022
GEGeneral Electric Co	$103K	0.04%	0.00%	+9.2%	Q4 2022
BABoeing Co	$85.8K	0.03%	0.00%	Not reported	Q4 2022
GILDGilead Sciences, Inc.	$82K	0.03%	0.00%	+0.6%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$80.9K	0.03%	0.00%	Not reported	Q1 2024
WMTWalmart Inc.	$73.2K	0.03%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$70.3K	0.03%	0.00%	Not reported	Q3 2024
SCZNXG NextGen Infrastructure Income Fund	$67.8K	0.03%	Not reported	Not reported	Q4 2022
GLDSPDR Gold Trust	$67.8K	0.03%	0.00%	Not reported	Q4 2022
AMGNAmgen Inc	$65.5K	0.03%	0.00%	-18.7%	Q4 2022
ICFICF International, Inc.	$58.5K	0.02%	Not reported	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$57.1K	0.02%	0.00%	-4.5%	Q3 2024
JNJJohnson & Johnson	$53.4K	0.02%	0.00%	-25.4%	Q4 2022
VVisa Inc.	$49.4K	0.02%	0.00%	-15.1%	Q4 2022
GEVGE Vernova Inc.	$47.1K	0.02%	0.00%	Not reported	Q2 2024
WFCWells Fargo & Company	$43.3K	0.02%	0.00%	-18.1%	Q4 2022
BIDUBaidu, Inc.	$42.5K	0.02%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$40.5K	0.02%	0.00%	Not reported	Q4 2022
EQIXEquinix Inc	$34.5K	0.01%	0.00%	Not reported	Q4 2022
BAXBaxter International Inc	$31.4K	0.01%	0.00%	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$30.8K	0.01%	0.00%	-27.9%	Q4 2022
ABTAbbott Laboratories	$30.1K	0.01%	0.00%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$25.4K	0.01%	0.00%	-59.7%	Q4 2022
FNDFSchwab Strategic Trust	$25.3K	0.01%	Not reported	Not reported	Q4 2024
TMUST-Mobile US, Inc.	$24.8K	0.01%	0.00%	+114.0%	Q4 2022
MCKMckesson Corp	$24.6K	0.01%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$20.6K	0.01%	0.00%	+177.0%	Q3 2024
CEGConstellation Energy Corp	$20.5K	0.01%	0.00%	Not reported	Q4 2022

Q3 2025Reported Oct 21, 2025152 positions
SPYSPDR S&P 500 ETF Trust	$5.95M	2.49%	Not reported	-4.1%	Q4 2022
AAPLApple Inc.	$5.06M	2.12%	0.00%	+0.3%	Q4 2022
BUFFBlue Buffalo Pet Products, Inc.	$2.06M	0.86%	0.02%	+3.1%	Q3 2024
NVDANvidia Corp	$1.92M	0.80%	0.00%	-6.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$721K	0.30%	Not reported	-50.0%	Q4 2022
SPGSimon Property Group Inc.	$717K	0.30%	47.78%	+13.9%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$698K	0.29%	Not reported	+5.4%	Q4 2022
AMZNAmazon Com Inc	$531K	0.22%	0.00%	+3.2%	Q4 2022
GOOGLAlphabet Inc.	$530K	0.22%	0.00%	+1.3%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$411K	0.17%	Not reported	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$395K	0.17%	0.00%	Not reported	Q4 2022
MSFTMicrosoft Corp	$390K	0.16%	0.00%	+3.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$373K	0.16%	Not reported	Not reported	Q4 2022
TSLATesla, Inc.	$232K	0.10%	0.00%	-22.7%	Q4 2022
COSTCostco Wholesale Corp	$218K	0.09%	0.00%	Not reported	Q4 2022
SPMDSupermedia Inc.	$182K	0.08%	Not reported	0.0%	Q4 2022
METAMeta Platforms, Inc.	$177K	0.07%	Not reported	+276.6%	Q3 2024
ABNBAirbnb, Inc.	$145K	0.06%	Not reported	Not reported	Q4 2022
AVGOBroadcom Inc.	$145K	0.06%	0.00%	+10.1%	Q4 2022
GOOGAlphabet Inc.	$137K	0.06%	Not reported	-5.2%	Q4 2022
SRESempra	$126K	0.05%	0.00%	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$110K	0.05%	0.00%	+9.6%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$109K	0.05%	Not reported	Not reported	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$106K	0.04%	0.00%	Not reported	Q1 2024
CAHCardinal Health Inc	$96.1K	0.04%	0.00%	Not reported	Q4 2022
GEGeneral Electric Co	$92.1K	0.04%	0.00%	+12.9%	Q4 2022
BABoeing Co	$85.3K	0.04%	0.00%	+12.9%	Q4 2022
GILDGilead Sciences, Inc.	$73.8K	0.03%	0.00%	+0.6%	Q4 2022
AMGNAmgen Inc	$69.4K	0.03%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$67.7K	0.03%	0.00%	Not reported	Q4 2022
SCZNXG NextGen Infrastructure Income Fund	$67.1K	0.03%	Not reported	-5.9%	Q4 2022
JNJJohnson & Johnson	$64.1K	0.03%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$63.7K	0.03%	0.00%	Not reported	Q3 2024
PLTRPalantir Technologies Inc.	$61.3K	0.03%	0.00%	+30.2%	Q3 2024
GLDSPDR Gold Trust	$60.8K	0.03%	0.00%	Not reported	Q4 2022
ICFICF International, Inc.	$60.4K	0.03%	Not reported	Not reported	Q4 2022
VVisa Inc.	$56.6K	0.02%	0.00%	Not reported	Q4 2022
WFCWells Fargo & Company	$47.6K	0.02%	0.00%	+22.2%	Q4 2022
GEVGE Vernova Inc.	$44.3K	0.02%	0.00%	Not reported	Q2 2024
BIDUBaidu, Inc.	$42.8K	0.02%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$41.3K	0.02%	0.00%	Not reported	Q4 2022
ETNEaton Corp plc	$41.2K	0.02%	0.00%	+10.0%	Q4 2022
CSCOCisco Systems, Inc.	$38K	0.02%	0.00%	Not reported	Q4 2022
BAXBaxter International Inc	$37.5K	0.02%	0.00%	Not reported	Q4 2022
EQIXEquinix Inc	$35.2K	0.01%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$33.6K	0.01%	0.00%	Not reported	Q4 2022
TXNTexas Instruments Inc	$32.7K	0.01%	0.00%	Not reported	Q4 2022
ABTAbbott Laboratories	$32.1K	0.01%	0.00%	Not reported	Q4 2022
SGOLabrdn Gold ETF Trust	$31.3K	0.01%	0.00%	Not reported	Q4 2022
FNDFSchwab Strategic Trust	$24.1K	0.01%	Not reported	Not reported	Q4 2024

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