JFG
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JDM Financial Group’s Super Micro Computer SMCI Stock Holding History

JDM Financial Group’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-120
Closed -$3.51K – 321
2025
Q4 		$3.51K Hold
120
– – ﹤0.01% 228
2025
Q3 		$5.75K Sell
120
-358
-75% -$17.1K ﹤0.01% 224
2025
Q2 		$23.4K Hold
478
– – 0.01% 124
2025
Q1 		$16.4K Buy
478
+106
+28% +$4.02K 0.01% 132
2024
Q4 		$11.3K Buy
+372
New +$13.5K 0.01% 172

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

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

JDM Financial Group sold out of Super Micro Computer (SMCI) in Q1 2026, closing a stake of 120 shares — an estimated $3.51K sold.

JDM Financial Group first reported a position in SMCI in Q4 2024 and held it in 5 quarters. The position peaked at $23.4K in Q2 2025. 706 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • JDM Financial Group reported no remaining Super Micro Computer position as of Q1 2026 after selling out during the quarter.
  • JDM Financial Group sold 120 Super Micro Computer shares in Q1 2026, an estimated $3.51K.
  • JDM Financial Group first reported a position in Super Micro Computer in Q4 2024 and held it in 5 quarters.
  • JDM Financial Group's Super Micro Computer position peaked at $23.4K in Q2 2025.
  • 706 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

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