Position in IFN
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$4,890
-$456 QoQ
Shares Held
432
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JDM Financial Group LLC holds $46,024 across 6 Asset Management names. IFN ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
17 | $16,349 | |
| 2 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
418 | $10,817 | |
| 3 | RNP |
Cohen & Steers REIT & Preferred & Income Fund Inc
|
271 | $5,354 | |
| 4 | IFN |
Aberdeen India Fund, Inc.
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|
432 | $4,890 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
119 | $4,416 | |
| 6 | RJF |
Raymond James Financial Inc
|
29 | $4,198 |
All Filings in IFN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,890 | 432 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $5,346 | 390 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,713 | 390 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $12,529 | 758 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,654 | 739 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,710 | 680 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $12,933 | 680 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $11,537 | 646 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,223 | 646 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,284 | 617 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,748 | 617 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,242 | 617 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,108 | 602 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,834 | 529 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||