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| JM2 Capital Inc
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|---|---|
| CRD # | 292351 |
| SEC # | 801-124810 |
| CIK # | 0002103359 |
| AUM | $238.4 M (2026-03-03) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 405-285-2878 |
| Address | 16340 Muirfield Place Edmond, OK 73013 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.5 | ||
| Apple Inc | 8.0 | ||
| Alphabet Inc | 6.4 | ||
| Microsoft Corp | 4.4 | ||
| Facebook Inc | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| Costco Wholesale Corp /NEW | 3.0 | ||
| Broadcom Inc | 2.9 | ||
| Visa Inc | 2.3 | ||
| Micron Technology Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 11.9 |
| (b) Individuals (high net worth individuals) | 41 | 183.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 43.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 238.4 |
| By Discretionary | ||
| Discretionary | 211 | 238.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 211 | 238.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.4 | |
| Total | 211 | 238.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002103359] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Snowcap Capital Management LLC
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TX | 0.2 |
|
CPR Investments Inc
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MI | 0.2 |
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GFS Wealth Management Advisors Inc
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CT | 0.2 |
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Prossimo Advisors LLC
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Smith Bruer Advisors LLC
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FL | 0.2 |
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0.2 | |
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RH Investment Group LLC
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AZ | 0.2 |
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Acute Investment Advisory LLC
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AZ | 0.2 |
|
Alexander Capital Wealth Management LLC
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|
NJ | 0.2 |
|
Rachor Investment Advisory Services LLC
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|
MI | 0.2 |