JFG
C icon

JDM Financial Group’s Citigroup C Stock Holding History

JDM Financial Group’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.31K Hold
38
– – ﹤0.01% 255
2025
Q4 		$4.43K Hold
38
– – ﹤0.01% 219
2025
Q3 		$3.86K Hold
38
– – ﹤0.01% 251
2025
Q2 		$3.23K Hold
38
– – ﹤0.01% 239
2025
Q1 		$2.7K Sell
38
-30
-44% -$2.29K ﹤0.01% 237
2024
Q4 		$4.79K Sell
68
-13
-16% -$876 ﹤0.01% 222
2024
Q3 		$5.07K Buy
81
+43
+113% +$2.66K ﹤0.01% 217
2024
Q2 		$2.41K Hold
38
– – ﹤0.01% 212
2024
Q1 		$2.4K Hold
38
– – ﹤0.01% 204
2023
Q4 		$1.96K Hold
38
– – ﹤0.01% 203
2023
Q3 		$1.56K Hold
38
– – ﹤0.01% 203
2023
Q2 		$1.75K Hold
38
– – ﹤0.01% 203
2023
Q1 		$1.78K Hold
38
– – ﹤0.01% 213
2022
Q4 		$1.72K Buy
+38
New +$1.73K ﹤0.01% 208

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return