Current Market Value 3,298,736,471
Current Holdings 124
Most Recent File Date 2025-08-12
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by JMG Financial Group, Ltd. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 124 3,298,736
2025-05-05 2025-03-31 13F-HR 120 2,965,144
2025-02-03 2024-12-31 13F-HR 112 2,931,811
2024-10-22 2024-09-30 13F-HR 117 2,927,538
2024-07-30 2024-06-30 13F-HR 117 2,678,093
2024-04-30 2024-03-31 13F-HR 120 2,622,734
2024-02-02 2023-12-31 13F-HR 121 2,384,599
2023-10-31 2023-09-30 13F-HR 109 2,072,840
2023-07-25 2023-06-30 13F-HR 111 2,133
2023-04-12 2023-03-31 13F-HR 107 1,971
2023-01-27 2022-12-31 13F-HR 102 1,822
2022-10-17 2022-09-30 13F-HR 91 1,539,002
2022-07-26 2022-06-30 13F-HR 94 1,612,569
2022-04-27 2022-03-31 13F-HR 86 1,991,463
2022-01-25 2021-12-31 13F-HR 82 1,954,342
2021-10-19 2021-09-30 13F-HR 82 1,791,723
2021-07-29 2021-06-30 13F-HR 84 1,777,202
2021-05-05 2021-03-31 13F-HR 82 1,618,008
2021-02-03 2020-12-31 13F-HR 80 1,453,963
2020-10-23 2020-09-30 13F-HR 70 1,233,954
2020-07-17 2020-06-30 13F-HR 74 1,139,518
2020-04-15 2020-03-31 13F-HR 72 937,549
2020-01-21 2019-12-31 13F-HR 78 1,027,782
2019-10-24 2019-09-30 13F-HR 72 955,622
2019-08-02 2019-06-30 13F-HR 73 932,858
2019-05-13 2019-03-31 13F-HR 70 858,936
2019-01-24 2018-12-31 13F-HR 66 870,692
2018-11-06 2018-09-30 13F-HR 70 954,626
2018-08-02 2018-06-30 13F-HR 68 908,500
2018-04-25 2018-03-31 13F-HR 61 848,787
2018-01-30 2017-12-31 13F-HR 63 841,615
2017-10-17 2017-09-30 13F-HR 56 778,801
2017-07-19 2017-06-30 13F-HR 56 803,098
2017-04-26 2017-03-31 13F-HR 57 757,585
2017-02-01 2016-12-31 13F-HR 55 654,976
2016-10-12 2016-09-30 13F-HR 52 612,974
2016-07-21 2016-06-30 13F-HR 52 578,985
2016-04-21 2016-03-31 13F-HR 56 533,119
2016-01-29 2015-12-31 13F-HR 57 473,554
2015-10-29 2015-09-30 13F-HR 55 407,558
2015-07-21 2015-06-30 13F-HR 56 432,823
2015-04-27 2015-03-31 13F-HR 57 428,288
2015-01-22 2014-12-31 13F-HR 56 383,321
2014-10-21 2014-09-30 13F-HR 55 359,885
2014-07-23 2014-06-30 13F-HR 55 354,705
2014-04-24 2014-03-31 13F-HR 55 328,008
2014-01-24 2013-12-31 13F-HR 53 337,103
2013-10-17 2013-09-30 13F-HR 52 307,609
2013-07-22 2013-06-30 13F-HR 48 295,475