JFG
BTC

JDM Financial Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

JDM Financial Group’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.08K Hold
236
– – ﹤0.01% 213
2025
Q4 		$9.14K Hold
236
– – ﹤0.01% 189
2025
Q3 		$11.9K Hold
236
– – 0.01% 178
2025
Q2 		$11.3K Hold
236
– – 0.01% 173
2025
Q1 		$8.61K Hold
236
– – ﹤0.01% 185
2024
Q4 		$9.88K Buy
+236
New +$8.69K 0.01% 184

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $267M AUM 48.26% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JDM Financial Group held its Grayscale Bitcoin Mini Trust ETF (BTC) position steady in Q1 2026 at 236 shares worth $7.08K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

JDM Financial Group first reported a position in BTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.9K in Q3 2025. 487 funds tracked by Wall St. Rank hold BTC as of Q1 2026.

  • JDM Financial Group held 236 shares of Grayscale Bitcoin Mini Trust ETF worth $7.08K as of Q1 2026.
  • JDM Financial Group left its Grayscale Bitcoin Mini Trust ETF share count unchanged in Q1 2026.
  • Grayscale Bitcoin Mini Trust ETF made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #213 holding.
  • JDM Financial Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q4 2024 and has held it in 6 quarters since.
  • JDM Financial Group's Grayscale Bitcoin Mini Trust ETF position peaked at $11.9K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q1 2026.

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