JMN Financial LLC
All 13F Filings
- Location
- New Albany, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 126,206
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/10/2026 | 210 | 126,206 | 13F-HR | JMN Financial LLC |
| Q2 2026 | 8/10/2026 | 229 | 128,598 | 13F-HR | JMN Financial LLC |
| Q1 2026 | 5/15/2026 | 189 | 101,757 | 13F-HR | JMN Financial LLC |
| Q4 2025 | 5/15/2026 | 193 | 100,311 | 13F-HR | JMN Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.6 K | 81.3% | 0 | 3.126 K | -3.126 K |
| ETFs | 17.75 K | 14.1% | 646 | 0 | 646 |
| Debt | 5.897 K | 4.7% | 97 | 0 | 97 |
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Fund Snapshot
Q3 2026
Latest filed
11/10/2026
Total value ($000)
126,206
Holdings
210
QoQ value change ($000)
-2,392
(-1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.