JFG
TSLA icon

JDM Financial Group’s Tesla TSLA Stock Holding History

JDM Financial Group’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Sell
338
-187
-36% -$77K 0.05% 71
2025
Q4 		$236K Buy
525
+4
+0.8% +$1.77K 0.09% 59
2025
Q3 		$232K Sell
521
-153
-23% -$53.1K 0.1% 54
2025
Q2 		$214K Buy
674
+35
+5% +$10.5K 0.1% 53
2025
Q1 		$166K Buy
639
+4
+0.6% +$1.33K 0.08% 54
2024
Q4 		$256K Hold
635
– – 0.13% 45
2024
Q3 		$166K Buy
+635
New +$145K 0.09% 52
2023
Q1 		– Sell
-216
Closed -$26.6K – 228
2022
Q4 		$26.6K Buy
+216
New +$40.9K 0.03% 89

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JDM Financial Group reduced its Tesla (TSLA) stake by 36% in Q1 2026, selling an estimated $77K and leaving 338 shares worth $126K. The position accounts for 0.05% of the portfolio, ranked #71.

JDM Financial Group first reported a position in TSLA in Q4 2022 and has held it in 8 quarters since. The position peaked at $256K in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • JDM Financial Group held 338 shares of Tesla worth $126K as of Q1 2026.
  • JDM Financial Group sold 187 Tesla shares in Q1 2026, an estimated $77K.
  • Tesla made up 0.05% of JDM Financial Group's portfolio in Q1 2026, its #71 holding.
  • JDM Financial Group first reported a position in Tesla in Q4 2022 and has held it in 8 quarters since.
  • JDM Financial Group's Tesla position peaked at $256K in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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