Skip to main content

JDM Financial Group LLC

Position in NVS — Novartis AG

CIK 1960212 AUSTIN, TX

Position in NVS

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$7,992
+$202 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,547
of 1,603 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

JDM Financial Group LLC holds $251,513 across 7 Drug Manufacturers - General names. NVS ranks #5 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 NVS
Novartis AG
This page
51 $7,992

All Filings in NVS

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,992 51
2026-03-31 $7,790 51
2024-12-31 $4,865 50
2024-09-30 $5,751 50