JWA
DJT icon

JFS Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

JFS Wealth Advisors’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.01K Hold
777
– – ﹤0.01% 1214
2026
Q1 		$7.21K Hold
777
– – ﹤0.01% 1071
2025
Q4 		$10.3K Hold
777
– – ﹤0.01% 962
2025
Q3 		$12.8K Hold
777
– – ﹤0.01% 826
2025
Q2 		$14K Sell
777
-28
-3% -$609 ﹤0.01% 755
2025
Q1 		$15.7K Hold
805
– – ﹤0.01% 732
2024
Q4 		$27.5K Hold
805
– – ﹤0.01% 572
2024
Q3 		$12.9K Hold
805
– – ﹤0.01% 769
2024
Q2 		$26.4K Hold
805
– – ﹤0.01% 540
2024
Q1 		$49.9K Hold
805
– – ﹤0.01% 427
2023
Q4 		$14.1K Hold
805
– – ﹤0.01% 679
2023
Q3 		$13.2K Buy
805
+755
+1,510% +$11.8K ﹤0.01% 637
2023
Q2 		$628 Hold
50
– – ﹤0.01% 1714
2023
Q1 		$703 Hold
50
– – ﹤0.01% 1666
2022
Q4 		$750 Buy
50
+15
+43% +$293 ﹤0.01% 1665
2022
Q3 		$1K Hold
35
– – ﹤0.01% 1687
2022
Q2 		$1K Hold
35
– – ﹤0.01% 1687
2022
Q1 		$2K Hold
35
– – ﹤0.01% 1527
2021
Q4 		$2K Buy
+35
New +$1.58K ﹤0.01% 1206

Other funds holding DJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JFS Wealth Advisors's DJT Position: Q2 2026 in Review

JFS Wealth Advisors held its Trump Media & Technology Group (DJT) position steady in Q2 2026 at 777 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

JFS Wealth Advisors first reported a position in DJT in Q4 2021 and has held it in 19 quarters since. The position peaked at $49.9K in Q1 2024. 327 funds tracked by Wall St. Rank hold DJT as of Q2 2026.

  • JFS Wealth Advisors held 777 shares of Trump Media & Technology Group worth $6.01K as of Q2 2026.
  • JFS Wealth Advisors left its Trump Media & Technology Group share count unchanged in Q2 2026.
  • Trump Media & Technology Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1214 holding.
  • JFS Wealth Advisors first reported a position in Trump Media & Technology Group in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Trump Media & Technology Group position peaked at $49.9K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.