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Disclosery

JM2 Capital Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JM2 Capital Inc. on XLU, newest first. How the timeline and the estimate are built.

JM2 Capital Inc. held 12,403 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,403 shares
    Change vs previous 13F -37 shares

    0.39% of the 13F portfolio, value $562,344.

    13F-HR 0001754960-26-000586 filed by JM2 Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,440 shares
    Change vs previous 13F +169 shares

    0.47% of the 13F portfolio, value $570,869.

    13F-HR 0001754960-26-000331 filed by JM2 Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,271 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $523,840.

    13F-HR 0001754960-26-000107 filed by JM2 Capital Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).