JRM Investment Counsel, LLC historic quarter change: USA Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, JRM Investment Counsel, LLC opened 1 positions, added to 5, reduced 2 and sold out of 2.
- Q2 2024: Stock SCHWAB CHARLES FAMILY FD; Country of operation —; Class AMT TAX FREE MNY; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631084), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-03); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Access Investment Management LLC | United States | $0.376B | 157 |
| DCF Advisers, LLC | United States | $0.375B | 86 |
| St. Clair Advisors, LLC | United States | $0.376B | 82 |
| CIM INVESTMENT MANAGEMENT INC | United States | $0.375B | 251 |
| Carr Financial Group Corp | United States | $0.376B | 174 |
| Prism Advisors, Inc. | United States | $0.375B | 75 |
| LIFELONG WEALTH ADVISORS, INC. | United States | $0.376B | 90 |
| Keystone Financial Planning, Inc. | United States | $0.374B | 40 |
| Straight Path Wealth Management | United States | $0.374B | 129 |
| BankPlus Trust Department | United States | $0.374B | 508 |