Jmg Financial Group, Ltd. Purchases and Sells in Q3 2025

Jmg Financial Group, Ltd.

$3.36 Billion
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	3.28K + 0.25%	$279.83 - $293.74 $918K - $963K	1.33M $390M
DFSV	183K + 3.37%	$29.2 - $32.74 $5.35M - $5.99M	5.61M $179M
DFIC	135K + 3.25%	$30.76 - $33.01 $4.15M - $4.45M	4.29M $141M
DFEM	80.4K + 4.08%	$29.55 - $32.52 $2.38M - $2.62M	2.05M $65.7M
IVV	626 + 1.52%	$620.67 - $670.08 $389K - $419K	41.7K $27.9M
SCHD	29.2K + 72.94%	$26.38 - $27.95 $771K - $817K	69.3K $1.89M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	3.42K New	$106.99 - $114.46 $366K - $392K	3.42K $389K
DLN	3.9K New	$82.42 - $87.03 $322K - $340K	3.9K $339K
SPYV	5.19K New	$52.12 - $55.33 $271K - $287K	5.19K $287K
IVOV	2.09K New	$94.73 - $102.36 $198K - $214K	2.09K $210K
SPYG	2.01K New	$94.33 - $105.31 $189K - $211K	2.01K $209K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHZ	-17K - 14.51%	$22.9 - $23.58 $389K - $400K	100K $2.35M
HYS	-1.88K - 38.63%	$94.11 - $95.78 $177K - $180K	2.98K $285K
META	-141 - 28.54%	$695.21 - $791.73 $98K - $112K	353 $259K
IJS	-984 - 20.91%	$98.99 - $112.2 $97.4K - $110K	3.72K $411K
VTIP	-1.49K - 2.63%	$49.78 - $50.75 $74.3K - $75.7K	55.3K $2.8M
AMZN	-225 - 10.51%	$211.65 - $238.24 $47.6K - $53.6K	1.92K $420K

Activity Summary All Purchases 43 New Holdings 5 Increased Positions 38 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jmg Financial Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Jmg Financial Group, Ltd. with notifications on news.