JBJ INVESTMENT PARTNERS, LLC

HTTP://WWW.JBJSEMINAR.COM CHARLESTON, SC How do I update this listing?

JBJ Investment Partners is based out of Charleston. JBJ Investment Partners is a large advisory firm with 240 clients and discretionary assets under management (AUM) of $463,767,931 (Form ADV from 2019-03-28). Their last reported 13F filing for Q3 2019 included $297,164,000 in managed 13F securities and a top 10 holdings concentration of 89.92%. JBJ Investment Partners's largest holding is Schwab US Dividend Equity ETF with shares held of 1,700,676. Whalewisdom has at least 3 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $297.164 Million
  • Prior Market Value $276.457 Million
  • New Purchases7 stocks
  • Additional Purchases25 stocks
  • Sold out of6 stocks
  • Reduced holdings in12 stocks
  • Top 10 Holdings % 89.92 %
  • Turnover % [1]:26.00%
  • Turnover Alt % [2]: 8.19 %
  • Time Held Top20:1.75 quarters
  • Time Held Top10:1.70 quarters
  • Time Held All:1.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -0.45%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

JBJ INVESTMENT PARTNERS, LLC
701 E. BAY STREET SUITE 305
CHARLESTON SC    29403
Country: United States

Business Phone: (843) 606-3917
Fax: (843) 606-3920
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: SC
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 240
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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