• 13F History

JBJ Investment Partners, LLC

13F Filings History

Latest 13F report
Q4 2021 - Feb 8, 2022
Value $
$485M
Signature - Title
Mathew Emmert - Owner/CCO
Location
Charleston, SC
Summary
This page shows a list of all the recent 13F filings made by JBJ Investment Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JBJ Investment Partners, LLC reported 63 stock holdings with total value $485M as of Q4 2021. Top holdings included SCHB, VIG, SCHF, SCHZ, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2021 63 $485M +$14.4M -$20.7M -$6.34M SCHB, VIG, SCHF, SCHZ, VWO 13F-HR 2/8/2022, 12:34 PM
Q3 2021 59 $482M +$9.33M -$8.16M +$1.17M SCHB, SCHF, VIG, SCHZ, VWO 13F-HR 10/21/2021, 11:53 AM
Q2 2021 62 $487M +$33.6M -$24.7M +$8.87M SCHB, SCHF, VIG, SCHZ, VWO 13F-HR 7/20/2021, 03:45 PM
Q1 2021 61 $457M +$14.9M -$10.8M +$4.09M SCHB, VIG, SCHF, SCHZ, VWO 13F-HR 4/30/2021, 04:59 PM
Q4 2020 60 $440M +$30.1M -$6.68M +$23.4M SCHB, VIG, SCHF, SCHZ, VWO 13F-HR 2/12/2021, 08:34 AM
Q3 2020 48 $382M +$165M -$70.8K +$165M SCHB, VIG, SCHF, SCHZ, VWO 13F-HR 10/23/2020, 02:30 PM
Q2 2020 47 $349M +$43.7M -$216K +$43.5M SCHD, SCHB, SCHZ, SCHF, VIG 13F-HR 8/3/2020, 01:51 PM
Q1 2020 45 $279M +$79.4M -$57.9M +$21.5M SCHD, SCHZ, SCHB, SCHF, VIG 13F-HR 4/24/2020, 12:13 PM
Q4 2019 54 $326M +$20.6M -$4.11M +$16.4M SCHD, SCHF, SCHB, IGIB, SCHZ 13F-HR 1/23/2020, 11:28 AM
Q3 2019 50 $297M +$24.3M -$6.65M +$17.7M SCHD, SCHF, SCHB, IGIB, SCHZ 13F-HR 10/8/2019, 05:06 PM
Q2 2019 49 $276M +$54.7M -$27.8M +$26.9M SCHD, SCHF, SCHB, IGIB, SCHZ 13F-HR 7/25/2019, 01:28 PM
Q1 2019 207 $263M SCHD, SCHB, SCHF, CORP, PGX 13F-HR 5/15/2019, 01:41 PM