JMN Financial LLC
All 13F Filings
- Location
- New Albany, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 128,598
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 105.7 K | 82.2% | 24.59 K | 0 | 24.59 K |
| ETFs | 17.11 K | 13.3% | 1.763 K | 0 | 1.763 K |
| Debt | 5.8 K | 4.5% | 490 | 0 | 490 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
128,598
Holdings
229
QoQ value change ($000)
26,841
(26.4%)
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.