JCM

J2 Capital Management Portfolio holdings

AUM $133M
1-Year Est. Return 13.62%
This Quarter Est. Return
1 Year Est. Return
+13.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$7.53M
3
+$5.45M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.15M
5
IAU icon
iShares Gold Trust
IAU
+$4.36M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 4.76%
2 Energy 3.86%
3 Consumer Discretionary 3.82%
4 Financials 3.7%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.47%
+16,795
52
$495K 0.46%
+2,231
53
$489K 0.46%
+4,868
54
$486K 0.46%
+1,271
55
$478K 0.45%
+4,199
56
$477K 0.45%
+1,097
57
$477K 0.45%
+2,460
58
$458K 0.43%
+9,196
59
$455K 0.43%
+2,420
60
$452K 0.42%
+971
61
$451K 0.42%
+3,497
62
$450K 0.42%
+22,333
63
$444K 0.42%
+2,066
64
$440K 0.41%
+8,300
65
$419K 0.39%
+4,548
66
$419K 0.39%
+4,692
67
$417K 0.39%
+4,891
68
$411K 0.39%
+3,825
69
$410K 0.38%
+3,593
70
$396K 0.37%
+3,233
71
$376K 0.35%
+6,544
72
$368K 0.35%
+1,535
73
$357K 0.33%
+462
74
$353K 0.33%
+7,628
75
$348K 0.33%
+2,053
1 2
3
4 5