JB Capital LLC
JB Capital LLC is an asset management and investment advisory firm headquartered in Stamford, Connecticut. The firm was founded in 2021 and serves institutional and high-net-worth clients. JB Capital LLC specializes in providing customized investment solutions and focuses on disciplined portfolio management and risk control. The firm’s team consists of experienced financial professionals dedicated to delivering tailored investment strategies.
Investment Strategy
JB Capital LLC employs a diversified investment strategy focused on public and private markets. The firm aims to deliver risk-adjusted returns through strategic asset allocation and rigorous due diligence. JB Capital emphasizes long-term growth, capital preservation, and active portfolio management by leveraging a combination of fundamental research and quantitative analysis.
Latest 13F Filing Activity
JB Capital LLC filed their most recent 13F report on Sep 30, 2025 disclosing 250 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Blackrock Etf Trust, Blackrock Etf Trust among other positions. JB Capital LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (250)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.87% | $182.4M | 272,479 | $457.27 | $669.30 | +$26.4M |
D DYNF | BLACKROCK ETF TRUST | 7.17% | $166.3M | 2,809,823 | $48.13 | $59.20 | +$44.8M |
I IVW | ISHARES TR | 6.27% | $145.4M | 1,204,563 | $84.71 | $120.72 | +$13.1M |
Q QUAL | ISHARES TR | 5.77% | $133.8M | 687,705 | $141.15 | $194.50 | -$16.0M |
I IVE | ISHARES TR | 5.76% | $133.4M | 646,210 | $190.29 | $206.51 | +$17.7M |