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Manager record

JMN Financial LLC

New Albany, OH · CIK 2113267 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$128.60MReported 13F valueQ2 2026 · as filed
229Holdings listed
+26.4%vs prior quartervalue change includes market moves
3Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $100.3M$100.3MQ4 2025193 holdingsQ1 2026: $101.8M$101.8MQ1 2026189 holdingsQ2 2026: $128.6M$128.6MQ2 2026229 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$128.60M · 229 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$101.76M · 189 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q4 2025

$100.31M · 193 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology