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
101
$235K 0.22%
+2,000
102
$227K 0.21%
+4,241
103
$223K 0.21%
+4,576
104
$223K 0.21%
+1,264
105
$214K 0.2%
+2,501
106
$206K 0.19%
+491
107
$42.9K 0.04%
+29,400