SEC 13F Intelligence

Managers / Q2 2022 · view latest →

J2 Capital Management Inc

CIK 0001586882 · 1301 W. LONG LAKE RD, STE 260, TROY, MI, 48098 · 248-641-4444

Reported Value
$66M
Q2 2022
Positions
87
Filings on Record
14
2019–present window
Filed
Jul 19, 2022
original filing

Summary

J2 Capital Management Inc reported $66M in U.S.-listed holdings across 87 positions for Q2 2022.

Its largest position, Cambria Etf Tr, represents 9.2% of the portfolio.

Compared with Q1 2022, the fund opened 21 new positions and exited 32.

Portfolio Metrics

Turnover
+15.9%
vs prior filed quarter
Top-10 Concentration
+47.6%
share of reported value
Largest Position
+9.2%
Cambria Etf Tr
New / Exited
21 / 32
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $105MQ4 ’21Q1 ’22: $91MQ2 ’22: $66MQ2 ’22Q3 ’22: $53MQ4 ’22: $58MQ4 ’22Q1 ’23: $65MQ2 ’23: $84MQ2 ’23Q3 ’23: $79MQ4 ’24: $107MQ4 ’24Q1 ’25: $109MQ2 ’25: $125MQ2 ’25Q3 ’25: $133MQ4 ’25: $137MQ4 ’25Q1 ’26: $146Mfilingsflow.com

Portfolio Composition

By security type
ETP: 78.2%Common Stock: 21.0%Other: 0.4%ADR: 0.4%
  • ETP · 78.2% · $51M
  • Common Stock · 21.0% · $14M
  • Other · 0.4% · $259,000
  • ADR · 0.4% · $231,000

Quarter-over-Quarter Changes full breakdown →

vs Q1 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+43.5K43.5K+$4M$4M
PROSHARES TRNEW+37.6K37.6K+$1M$1M
SPDR SER TRNEW+24.0K24.0K+$1M$1M
VANGUARD BD INDEX FDSNEW+7.7K7.7K+$581,000$581,000
SCHWAB STRATEGIC TRNEW+12.0K12.0K+$576,000$576,000
PROSHARES TRNEW+17.8K17.8K+$483,000$483,000
NDQINVESCO QQQ TRNEW+1.6K1.6K+$454,000$454,000
J P MORGAN EXCHANGE TRADED FNEW+8.2K8.2K+$452,000$452,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2022

39 positions
#IssuerClass% PortfolioValueShares
1ISHARES TR1 3 YR TREAS BD · CORE US AGGBD ET · CORE HIGH DV ETF · CORE INTL AGGR · CORE S&P500 ETF · CRE U S REIT ETF · GRWT ALLOCAT ETF20.38%$13M163.1K
2CAMBRIA ETF TRTAIL RISK9.21%$6M343.4K
3PACER FDS TRTRENDP US MID CP · TRENDP 100 ETF7.54%$5M124.7K
4STRATEGY SHSDAY HAGAN NED7.54%$5M158.6K
5INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD4.54%$3M165.1K
6SPDR SER TRNUVEEN BLMBRG MU · PORTFOLIO LN TSR3.21%$2M54.5K
7VANGUARD INDEX FDSSMALL CP ETF · MID CAP ETF3.13%$2M11.1K
8IAU*ISHARES GOLD TRhistory →ISHARES NEW2.95%$2M56.4K
9PROSHARES TRPSHS SHORT DOW30 · PSHS SH MDCAP4002.82%$2M55.4K
10VANGUARD SCOTTSDALE FDSINT-TERM CORP · SHRT TRM CORP BD2.22%$1M18.5K
11INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT2.11%$1M10.3K
12GQ9SPDR GOLD TRhistory →GOLD SHS1.97%$1M7.7K
13VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.82%$1M24.1K
14VANGUARD MALVERN FDSSTRM INFPROIDX1.28%$839,00016.7K
15SPDR INDEX SHS FDSGLB NAT RESRCE1.18%$774,00014.9K
16VANGUARD BD INDEX FDSTOTAL BND MRKT0.89%$581,0007.7K
17SCHWAB STRATEGIC TRUS AGGREGATE B0.88%$576,00012.0K
18BACVERIZON COMMUNICATIONS INCCOM0.85%$556,00011.0K
19XLUSELECT SECTOR SPDR TRSBI INT-UTILS0.82%$538,0007.7K
20NDQINVESCO QQQ TRUNIT SER 10.69%$454,0001.6K
21J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.69%$452,0008.2K
22LMTLOCKHEED MARTIN CORPCOM0.61%$400,000931
23AEPAMERICAN ELEC PWR CO INCCOM0.58%$383,0004.0K
24LLYLILLY ELI & COCOM0.58%$381,0001.2K
25MSFTMICROSOFT CORPCOM0.57%$373,0001.5K
26GPCGENUINE PARTS COCOM0.56%$366,0002.8K
27PSXPHILLIPS 66COM0.56%$365,0004.4K
28ABGAMERISOURCEBERGEN CORPCOM0.55%$358,0002.5K
29SBUXSTARBUCKS CORPCOM0.54%$356,0004.7K
30CVSCVS HEALTH CORPCOM0.53%$348,0003.8K
31HDHOME DEPOT INCCOM0.53%$347,0001.3K
32KELKELLOGG COCOM0.53%$346,0004.8K
33AZOAUTOZONE INCCOM0.50%$327,000152
34OSKOSHKOSH CORPCOM0.49%$324,0003.9K
35DTEDTE ENERGY COCOM0.49%$320,0002.5K
36OKEONEOK INC NEWCOM0.48%$317,0005.7K
37HSYHERSHEY COCOM0.48%$317,0001.5K
38ULTAULTA BEAUTY INCCOM0.48%$315,000816
39KRKROGER COCOM0.46%$303,0006.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$146M116Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$137M119Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$133M123Oct 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$125M116Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$109M104Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$107M107Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2023$79M94Oct 11, 202313F-HRchanges · EDGAR ↗
Q2 2023$84M97Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$65M88Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$58M83Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$53M75Oct 17, 202213F-HRchanges · EDGAR ↗
Q2 2022$66M87Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$91M98Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$105M109Jan 21, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.