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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
Q2 		$5.16K Hold
155
– – ﹤0.01% 264
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

JDM Financial Group held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 155 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

JDM Financial Group first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.1K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • JDM Financial Group held 155 shares of iShares Bitcoin Trust worth $5.16K as of Q2 2026.
  • JDM Financial Group left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #264 holding.
  • JDM Financial Group first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • JDM Financial Group's iShares Bitcoin Trust position peaked at $10.1K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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