JFG
IBIT icon

JDM Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

JDM Financial Group’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.96K Hold
155
– – ﹤0.01% 228
2025
Q4 		$7.7K Hold
155
– – ﹤0.01% 194
2025
Q3 		$10.1K Hold
155
– – ﹤0.01% 193
2025
Q2 		$9.49K Buy
155
+93
+150% +$5.21K ﹤0.01% 189
2025
Q1 		$2.9K Buy
+62
New +$3.28K ﹤0.01% 235

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

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

JDM Financial Group held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 155 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

JDM Financial Group first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.1K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • JDM Financial Group held 155 shares of iShares Bitcoin Trust worth $5.96K as of Q1 2026.
  • JDM Financial Group left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #228 holding.
  • JDM Financial Group first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • JDM Financial Group's iShares Bitcoin Trust position peaked at $10.1K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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