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| Happy Holidays!! thanks for using AUM13F!! |
| JBR Co Financial Management Inc
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| CRD # | 117600 |
| SEC # | 801-110659 |
| CIK # | 0002017878 |
| AUM | $314.6 M (2025-01-29) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 580-226-4058 |
| Address | 130 D Street NW Ardmore, OK 73401 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 32.7 | ||
| Apple Inc | 6.9 | ||
| Reaves Utility Income Fund | 4.8 | ||
| Chevron Corp | 4.4 | ||
| Amazon Com Inc | 3.4 | ||
| Eaton Vance Enhanced Equity Income Fund II | 3.3 | ||
| OGE Energy Corp | 3.1 | ||
| Facebook Inc | 3.0 | ||
| Blackstone Group LP | 2.6 | ||
| Caterpillar Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 583 | 74.8 |
| (b) Individuals (high net worth individuals) | 90 | 168.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 70.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,284 | 314.6 |
| By Discretionary | ||
| Discretionary | 1,284 | 314.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,284 | 314.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 314.6 | |
| Total | 1,284 | 314.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002017878] |
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