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JDM Financial Group’s Bank of America BAC Stock Holding History

JDM Financial Group’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.7K Sell
239
-135
-36% -$6.97K ﹤0.01% 179
2025
Q4 		$20.6K Buy
374
+239
+177% +$12.6K 0.01% 138
2025
Q3 		$6.96K Buy
+135
New +$6.59K ﹤0.01% 211
2024
Q4 		– Sell
-51
Closed -$2.02K – 348
2024
Q3 		$2.02K Buy
+51
New +$2.04K ﹤0.01% 249

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JDM Financial Group's BAC Position: Q1 2026 in Review

JDM Financial Group reduced its Bank of America (BAC) stake by 36% in Q1 2026, selling an estimated $6.97K and leaving 239 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

JDM Financial Group first reported a position in BAC in Q3 2024 and has held it in 4 quarters since. The position peaked at $20.6K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • JDM Financial Group held 239 shares of Bank of America worth $11.7K as of Q1 2026.
  • JDM Financial Group sold 135 Bank of America shares in Q1 2026, an estimated $6.97K.
  • Bank of America made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #179 holding.
  • JDM Financial Group first reported a position in Bank of America in Q3 2024 and has held it in 4 quarters since.
  • JDM Financial Group's Bank of America position peaked at $20.6K in Q4 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.