13F Filings History of JB Capital LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$2,449,737,468
Signature - Title
Dalila Toledo - Director of Compliance - Wealth & Retirement Plan
Location
Wethersfield, CT
Summary
This page shows a list of all the recent 13F filings made by JB Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JB Capital LLC reported 259 stock holdings with total value $2,449,737,468 as of Q4 2025. Top holdings included IVE, IVV, DYNF, IVW, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 259 $2,449,737,468 +$229,434,953 -$161,027,872 +$68,407,081 IVE, IVV, DYNF, IVW, IEMG 13F-HR 20 Jan 2026, 13:51
Q3 2025 252 $2,318,655,970 +$303,761,711 -$200,730,093 +$103,031,618 IVV, DYNF, IVW, QUAL, IVE 13F-HR 20 Oct 2025, 15:29
Q2 2025 243 $2,062,917,612 +$322,749,066 -$244,537,446 +$78,211,620 IVV, QUAL, EFV, IUSB, IVW 13F-HR 24 Jul 2025, 14:57
Q1 2025 221 $1,814,291,319 +$231,478,628 -$160,169,409 +$71,309,219 IVV, IUSB, QUAL, IVW, DYNF 13F-HR 22 Apr 2025, 17:46
Q4 2024 223 $1,786,903,457 +$127,397,950 -$70,187,273 +$57,210,677 IVV, IUSB, IVW, QUAL, DYNF 13F-HR 24 Jan 2025, 15:25
Q3 2024 217 $1,741,574,339 +$160,306,372 -$83,954,681 +$76,351,691 IVV, IUSB, IVW, QUAL, DYNF 13F-HR 31 Oct 2024, 15:48
Q2 2024 219 $1,596,340,378 +$205,556,085 -$146,649,972 +$58,906,113 IVV, IVW, IUSB, QUAL, DYNF 13F-HR 24 Jul 2024, 16:35
Q1 2024 218 $1,502,019,144 +$337,018,827 -$280,420,405 +$56,598,422 IVV, IUSB, QUAL, DYNF, IVW 13F-HR 30 Apr 2024, 09:40
Q4 2023 215 $1,354,612,189 +$174,324,382 -$121,735,603 +$52,588,779 IVV, QUAL, IUSB, EFV, EFG 13F-HR 22 Jan 2024, 13:10
Q3 2023 177 $1,184,875,768 +$247,560,321 -$201,158,057 +$46,402,264 IVV, IUSB, EFV, QUAL, EFG 13F-HR 25 Oct 2023, 16:29
Q2 2023 172 $1,185,039,028 +$52,065,084 -$13,602,946 +$38,462,138 IVV, IUSB, QUAL, EFG, EFV 13F-HR 25 Jul 2023, 12:01
Q1 2023 164 $1,095,202,000 +$235,744,850 -$209,513,304 +$26,231,546 IVV, IUSB, QUAL, EFG, EFV 13F-HR 25 Apr 2023, 16:46
Q4 2022 165 $1,021,563,277 +$168,335,924 -$125,891,219 +$42,444,705 IVV, ESGU, IUSB, EFV, EFG 13F-HR 23 Jan 2023, 15:44
Q3 2022 151 $910,990,000 +$197,677,583 -$157,771,708 +$39,905,875 IVV, ESGU, IUSB, GOVT, EFV 13F-HR 14 Oct 2022, 14:21
Q2 2022 228 $932,259,000 +$135,181,962 -$99,480,450 +$35,701,512 IVV, ESGU, IUSB, EFV, GOVT 13F-HR 28 Jul 2022, 11:53
Q1 2022 237 $1,027,551,000 +$206,901,623 -$143,941,037 +$62,960,586 IVV, ESGU, IUSB, EFV, GOVT 13F-HR 19 Apr 2022, 13:13
Q4 2021 244 $1,006,926,038 +$305,260,784 -$112,646,959 +$192,613,825 IVV, ESGU, IUSB, EFV, GOVT 13F-HR 02 Feb 2022, 15:29
Q3 2021 317 $770,101,000 $0 $0 $0 ESGU, IVV, EFV, EFG, VLUE 13F-HR 08 Dec 2021, 09:42