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JMAC Enterprises LLC
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CRD # | 312710 |
SEC # | 801-120407 |
CIK # | 0001907294 |
AUM | $862.8 MM (2024-03-14) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 267-753-7065 |
Address | 201 South State St Newtown, PA 18940 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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] |
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AA Financial Advisors LLC
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|
OH | 0.9 |
Passive Capital Management LLC
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NY | 0.9 |
Estabrook Capital Management LLC
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NY | 0.9 |
Associated Investment Services Inc
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WI | 0.9 |
Jackson Hole Capital Partners LLC
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OK | 0.9 |
Whittier Advisors LLC
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CA | 0.9 |
Park Piedmont Advisors LLC
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IL | 0.9 |
Donald L Hagan LLC
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FL | 0.9 |
Symphony Financial Ltd Co
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TX | 0.9 |
AWM Capital LLC
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|
AZ | 0.9 |