JDM Financial Group’s Mastercard MA Stock Holding History

JDM Financial Group’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1K	Hold	20	–	–	﹤0.01%	193
2025 Q4	$11.5K	Hold	20	–	–	﹤0.01%	174
2025 Q3	$11.5K	Hold	20	–	–	﹤0.01%	182
2025 Q2	$11.4K	Hold	20	–	–	0.01%	171
2025 Q1	$11.1K	Hold	20	–	–	0.01%	167
2024 Q4	$10.6K	Sell	20 -6	-23%	-$3.11K	0.01%	179
2024 Q3	$12.9K	Buy	26 +6	+30%	+$2.79K	0.01%	153
2024 Q2	$8.91K	Hold	20	–	–	0.01%	154
2024 Q1	$9.73K	Hold	20	–	–	0.01%	144
2023 Q4	$8.62K	Hold	20	–	–	0.01%	143
2023 Q3	$8K	Hold	20	–	–	0.01%	146
2023 Q2	$7.95K	Hold	20	–	–	0.01%	151
2023 Q1	$7.33K	Hold	20	–	–	0.01%	161
2022 Q4	$7K	Buy	+20	New	+$6.58K	0.01%	156

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JDM Financial Group held its Mastercard (MA) position steady in Q1 2026 at 20 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

JDM Financial Group first reported a position in MA in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.9K in Q3 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

JDM Financial Group held 20 shares of Mastercard worth $10.1K as of Q1 2026.
JDM Financial Group left its Mastercard share count unchanged in Q1 2026.
Mastercard made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #193 holding.
JDM Financial Group first reported a position in Mastercard in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Mastercard position peaked at $12.9K in Q3 2024.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

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