Position in RJF
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$4,198
New position
Shares Held
29
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026JDM Financial Group LLC holds $46,024 across 6 Asset Management names. RJF ranks #6 (9.1% 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.
|
432 | $4,890 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
119 | $4,416 | |
| 6 | RJF |
Raymond James Financial Inc
This page
|
29 | $4,198 |
All Filings in RJF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,198 | 29 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||