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JDM Financial Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

JDM Financial Group’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9K Hold
1,183
– – 0.02% 106
2026
Q1 		$62.4K Hold
1,183
– – 0.02% 99
2025
Q4 		$80.9K Hold
1,183
– – 0.03% 86
2025
Q3 		$106K Hold
1,183
– – 0.04% 74
2025
Q2 		$100K Hold
1,183
– – 0.05% 69
2025
Q1 		$77.1K Hold
1,183
– – 0.04% 69
2024
Q4 		$87.6K Hold
1,183
– – 0.05% 65
2024
Q3 		$59.7K Sell
1,183
-127
-10% -$6.18K 0.03% 77
2024
Q2 		$63K Hold
1,310
– – 0.04% 70
2024
Q1 		$74.7K Buy
+1,310
New +$57.6K 0.05% 54

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

JDM Financial Group's GBTC Position: Q2 2026 in Review

JDM Financial Group held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 1,183 shares worth $53.9K. The position accounts for 0.02% of the portfolio, ranked #106.

JDM Financial Group first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $106K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • JDM Financial Group held 1,183 shares of Grayscale Bitcoin Trust worth $53.9K as of Q2 2026.
  • JDM Financial Group left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #106 holding.
  • JDM Financial Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • JDM Financial Group's Grayscale Bitcoin Trust position peaked at $106K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.