• 13F History

JSF Financial, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$374M
Signature - Title
Shari Fishman - Chief Compliance Officer
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by JSF Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JSF Financial, LLC reported 122 stock holdings with total value $374M as of Q4 2024. Top holdings included IVV, PYLD, AAPL, IVE, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 122 $374M +$67.1M -$41.3M +$25.8M IVV, PYLD, AAPL, IVE, IEFA 13F-HR 1/29/2025, 12:47 PM
Q3 2024 115 $343M +$19.3M -$18.4M +$811K IVV, IVE, IEFA, IAU, AAPL 13F-HR 11/12/2024, 01:48 PM
Q2 2024 110 $326M +$31.1M -$27.9M +$3.2M IVV, IVE, IEFA, IAU, IJH 13F-HR 8/14/2024, 02:37 PM
Q1 2024 108 $319M +$48.8M -$23.1M +$25.7M IVV, IJH, IEFA, IVE, IAU 13F-HR 5/13/2024, 04:15 PM
Q4 2023 108 $288M +$13.7M -$13.9M -$208K IVV, IEFA, IJH, IAU, AAPL 13F-HR 2/14/2024, 11:06 AM
Q3 2023 119 $258M +$41.6M -$52.1M -$10.4M IVV, IEFA, IJH, IAU, AAPL 13F-HR 11/8/2023, 10:10 AM
Q2 2023 105 $283M +$32.1M -$13.4M +$18.7M IVV, IEFA, IAU, AAPL, IJK 13F-HR 8/2/2023, 01:29 PM
Q1 2023 113 $268M +$35.4M -$38.5M -$3.14M IVV, IEFA, IJK, IJJ, AAPL 13F-HR 5/12/2023, 04:06 PM
Q4 2022 111 $268M +$43.4M -$20.9M +$22.5M IVV, IEFA, XLK, IJJ, IJK 13F-HR 2/10/2023, 03:52 PM
Q3 2022 101 $263M +$77M -$13.1M +$63.8M IVV, SUB, XLK, IEFA, IJJ 13F-HR 11/10/2022, 09:59 AM
Q2 2022 97 $221M +$48.3M -$15.4M +$32.9M IVV, IEFA, IJK, AAPL, IJJ 13F-HR 7/28/2022, 03:16 PM
Q1 2022 113 $235M +$92.1M -$41M +$51.1M IVV, EFA, AAPL, IJJ, IJK 13F-HR 5/11/2022, 06:32 PM
Q4 2021 113 $206M +$44.7M -$23.8M +$20.9M IVV, IWR, IWM, STIP, AAPL 13F-HR 2/9/2022, 04:33 PM
Q3 2021 107 $202M +$38.1M -$6.1M +$32M IVV, IVOL, IWR, AAPL, NVDA 13F-HR 11/12/2021, 04:20 PM
Q2 2021 101 $170M +$7.42M -$7.33M +$83.8K IVV, IVOL, IWR, AAPL, QQQ 13F-HR 8/12/2021, 04:05 PM
Q1 2021 96 $159M +$30.7M -$20M +$10.7M IVV, IVOL, IWR, AAPL, QQQ 13F-HR 5/4/2021, 04:12 PM
Q4 2020 93 $143M +$7.15M -$6.32M +$830K IVV, IWR, IWF, AAPL, QQQ 13F-HR 2/4/2021, 02:16 PM
Q3 2020 76 $127M +$15.6M -$6.18M +$9.46M IVV, IWR, IWF, AAPL, QQQ 13F-HR 11/12/2020, 10:33 AM
Q2 2020 63 $115M +$5.74M -$9.45M -$3.71M IVV, IWR, IWF, AAPL, QQQ 13F-HR 7/31/2020, 02:27 PM
Q1 2020 59 $98.3M +$33.5M -$10.5M +$23M IVV, IWR, IWF, AAPL, QQQ 13F-HR 4/29/2020, 04:24 PM
Q4 2019 69 $101M +$4.37M -$2.45M +$1.92M IVV, IJH, IWF, IWR, AAPL 13F-HR 2/12/2020, 02:29 PM
Q3 2019 62 $91.9M +$2.33M -$2.75M -$420K IVV, IJH, IWF, IWR, AAPL 13F-HR 2/27/2020, 02:48 PM
Q2 2019 63 $92.1M +$7.01M -$288K +$6.72M IVV, IJH, IWF, IWR, QQQ 13F-HR 2/27/2020, 02:44 PM
Q1 2019 59 $90.5M +$4.26M -$18.2M -$14M IVV, IJH, MNA, IWR, IWF 13F-HR 2/27/2020, 02:39 PM
Q4 2018 57 $97.6M IVV, IVE, IJH, MNA, IWR 13F-HR 2/27/2020, 02:31 PM