JDM Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.6K	Hold	100	–	–	0.01%	129
2026 Q1	$31.8K	Hold	100	–	–	0.01%	123
2025 Q4	$34.3K	Hold	100	–	–	0.01%	118
2025 Q3	$33.3K	Hold	100	–	–	0.01%	112
2025 Q2	$30.4K	Hold	100	–	–	0.01%	113
2025 Q1	$27.1K	Hold	100	–	–	0.01%	114
2024 Q4	$28.9K	Hold	100	–	–	0.02%	113
2024 Q3	$27.7K	Sell	100 -85	-46%	-$22.7K	0.02%	113
2024 Q2	$48.9K	Hold	185	–	–	0.03%	79
2024 Q1	$45.8K	Hold	185	–	–	0.03%	76
2023 Q4	$41.3K	Hold	185	–	–	0.03%	75
2023 Q3	$37.1K	Hold	185	–	–	0.03%	78
2023 Q2	$38.3K	Hold	185	–	–	0.03%	78
2023 Q1	$34.6K	Hold	185	–	–	0.03%	83
2022 Q4	$31.6K	Buy	+185	New	+$31.9K	0.03%	82

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JDM Financial Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 100 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #129.

JDM Financial Group first reported a position in OEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.9K in Q2 2024. 1,022 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

JDM Financial Group held 100 shares of iShares S&P 100 ETF worth $36.6K as of Q2 2026.
JDM Financial Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #129 holding.
JDM Financial Group first reported a position in iShares S&P 100 ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's iShares S&P 100 ETF position peaked at $48.9K in Q2 2024.
1,022 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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