JBR Co Financial Management Inc
All 13F Filings
- Location
- Ardmore, OK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 238,860
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 191.1 K | 81.2% | 0 | 4.328 K | -4.328 K |
| ETFs | 44.38 K | 18.8% | 6.92 K | 0 | 6.92 K |
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Fund Snapshot
Q4 2025
Latest filed
1/6/2026
Total value ($000)
238,860
Holdings
120
QoQ value change ($000)
2,537
(1.1%)
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.