JMN Financial’s ASE Group ASX Stock Holding History

JMN Financial’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$902K	Buy	19,990 +2,369	+13%	+$79.6K	0.7%	27
2026 Q1	$382K	Buy	17,621 +2,046	+13%	+$43K	0.38%	77
2025 Q4	$251K	Buy	+15,575	New	+$221K	0.25%	137

Other funds holding ASX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JMN Financial's ASX Position: Q2 2026 in Review

JMN Financial increased its ASE Group (ASX) stake by 13% in Q2 2026, buying an estimated $79.6K and bringing the position to 19,990 shares worth $902K. The position accounts for 0.7% of the portfolio, ranked #27.

JMN Financial first reported a position in ASX in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

JMN Financial held 19,990 shares of ASE Group worth $902K as of Q2 2026.
JMN Financial bought 2,369 ASE Group shares in Q2 2026, an estimated $79.6K.
ASE Group made up 0.7% of JMN Financial's portfolio in Q2 2026, its #27 holding.
JMN Financial first reported a position in ASE Group in Q4 2025 and has held it in 3 quarters since.
459 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.