JBR Co Financial Management Inc
All 13F Filings
- Location
- Ardmore, OK
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 274,091
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 133 | 274,091 | 13F-HR | JBR Co Financial Management Inc |
| Q1 2026 | 4/8/2026 | 120 | 238,860 | 13F-HR | JBR Co Financial Management Inc |
| Q4 2025 | 1/6/2026 | 120 | 238,860 | 13F-HR | JBR Co Financial Management Inc |
| Q3 2025 | 10/14/2025 | 116 | 236,323 | 13F-HR | JBR Co Financial Management Inc |
| Q2 2025 | 8/13/2025 | 114 | 202,555 | 13F-HR | JBR Co Financial Management Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 140.4 K | 51.3% | 8.233 K | 0 | 8.233 K |
| ETFs | 133.4 K | 48.7% | 30.06 K | 0 | 30.06 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
274,091
Holdings
133
QoQ value change ($000)
35,231
(14.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.