SEC 13F Intelligence

Jdm Financial Group LLC / BKLC

Jdm Financial Group LLC’s Bny Mellon Etf Trust Position

Does Jdm Financial Group LLC own Bny Mellon Etf Trust (BKLC)? Yes — 263.2K shares worth $30M (+11.74% of its 13F portfolio) as of Q1 2026, up from 216.6K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
263.2K
% of Portfolio
+11.74%
Quarters Held
8
currently held

Position History BKLC

Reported value by quarter
Q2 ’24: $190,748Q2 ’24Q3 ’24: $20MQ3 ’24Q4 ’24: $21MQ4 ’24Q1 ’25: $23MQ1 ’25Q2 ’25: $28MQ2 ’25Q3 ’25: $30MQ3 ’25Q4 ’25: $28MQ4 ’25Q1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026263.2K$30M+11.74%
Q4 2025216.6K$28M+11.00%
Q3 2025232.6K$30M+12.52%
Q2 2025235.2K$28M+13.14%
Q1 2025213.3K$23M+11.51%
Q4 2024191.5K$21M+11.15%
Q3 2024183.0K$20M+10.90%
Q2 20241.8K$190,748+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of BKLC.