JMAC Enterprises LLC

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Assets, Funds, Holdings

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JMAC Enterprises LLC
CRD #312710
SEC #801-120407
CIK #0001907294
AUM $862.8 MM (2024-03-14)
Employees 5 (100% Investors, 0% Brokers)
Phone267-753-7065
Address201 South State St
Newtown, PA 18940
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AMGN 130,083.0 30.2
AAPL 2,382,844.0 9.2
NVDA 399,550.0 9.1
MSFT 1,918,222.4 6.5
AVGO 201,282.9 5.8
 
 
 
 
 
 
Holdings by Sector ($MM)
60048036024012002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 213 68.4
(b) Individuals (high net worth individuals) 134 703.1
(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 4 14.7
(h) Charitable organizations 3 76.6
(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 1,124 862.8
By Discretionary
Discretionary 1,120 857.6
Non-Discretionary 4 5.2
Total 1,124 862.8
By Non-United States Persons
Non-United States Persons 1.0
United States Persons 861.8
Total 1,124 862.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001907294]
Comparable Firms State AUM ($BB)
AA Financial Advisors LLC
OH 0.9
Passive Capital Management LLC
NY 0.9
Estabrook Capital Management LLC
NY 0.9
Associated Investment Services Inc
WI 0.9
Jackson Hole Capital Partners LLC
OK 0.9
Whittier Advisors LLC
CA 0.9
Park Piedmont Advisors LLC
IL 0.9
Donald L Hagan LLC
FL 0.9
Symphony Financial Ltd Co
TX 0.9
AWM Capital LLC
AZ 0.9
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