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JDM Financial Group’s United States Copper Index Fund CPER Stock Holding History

JDM Financial Group’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27K Hold
37
– – ﹤0.01% 308
2025
Q4 		$1.29K Hold
37
– – ﹤0.01% 242
2025
Q3 		$1.11K Hold
37
– – ﹤0.01% 274
2025
Q2 		$1.17K Buy
+37
New +$1.1K ﹤0.01% 253

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

JDM Financial Group held its United States Copper Index Fund (CPER) position steady in Q1 2026 at 37 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

JDM Financial Group first reported a position in CPER in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.29K in Q4 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • JDM Financial Group held 37 shares of United States Copper Index Fund worth $1.27K as of Q1 2026.
  • JDM Financial Group left its United States Copper Index Fund share count unchanged in Q1 2026.
  • United States Copper Index Fund made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #308 holding.
  • JDM Financial Group first reported a position in United States Copper Index Fund in Q2 2025 and has held it in 4 quarters since.
  • JDM Financial Group's United States Copper Index Fund position peaked at $1.29K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

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