JDM Financial Group LLC

13F Filings History

Latest 13F report: Q2 2024 - Aug 14, 2024
Value $: $148M
Signature - Title: Jeffrey D. Munjack - Managing Member
Location: Austin, TX
Summary: This page shows a list of all the recent 13F filings made by JDM Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JDM Financial Group LLC reported 222 stock holdings with total value $148M as of Q2 2024. Top holdings included VOO, IVV, SPDW, VO, and VB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	222	$148M	+$9.83M	-$1.24M	+$8.59M	VOO, IVV, SPDW, VO, VB	13F-HR	8/13/2024, 07:08 PM
Q1 2024	212	$137M	+$8.52M	-$1.02M	+$7.51M	VOO, IVV, SPDW, VO, VB	13F-HR	5/8/2024, 08:03 PM
Q4 2023	210	$121M	+$827K	-$545K	+$282K	VOO, IVV, SPDW, VO, VB	13F-HR	2/2/2024, 06:27 PM
Q3 2023	209	$108M	+$466K	-$2.17M	-$1.7M	VOO, IVV, SPDW, VO, VB	13F-HR	11/15/2023, 05:53 PM
Q2 2023	209	$115M	+$464K	-$705K	-$241K	VOO, IVV, SPDW, VO, VB	13F-HR	8/4/2023, 07:01 PM
Q1 2023	217	$109M	+$868K	-$3.78M	-$2.91M	VOO, IVV, SPDW, VO, VB	13F-HR	5/8/2023, 07:30 PM
Q4 2022	217	$104M	$0	$0		VOO, IVV, SPDW, VO, VB	Restatement	1/17/2023, 07:49 PM