Jcp Investment Management, Llc - Net Worth and Insider Trading

Jcp Investment Management, Llc Net Worth

The estimated net worth of Jcp Investment Management, Llc is at least $16 Million dollars as of 2024-04-27. Jcp Investment Management, Llc is the of Westwood Holdings Group Inc and owns about 836,416 shares of Westwood Holdings Group Inc (WHG) stock worth over $11 Million. Jcp Investment Management, Llc is the 10% Owner of Innovative Food Holdings Inc and owns about 4,350,440 shares of Innovative Food Holdings Inc (IVFH) stock worth over $4 Million. Jcp Investment Management, Llc is also the of BAB Inc and owns about 723,177 shares of BAB Inc (BABB) stock worth over $564,078. Details can be seen in Jcp Investment Management, Llc's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Jcp Investment Management, Llc has not made any transactions after 2022-06-09 and currently still holds the listed stock(s).

Transaction Summary of Jcp Investment Management, Llc

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Jcp Investment Management, Llc Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Jcp Investment Management, Llc owns 6 companies in total, including Innovative Food Holdings Inc (IVFH) , US Geothermal Inc (HTM) , and BAB Inc (BABB) among others .

Click here to see the complete history of Jcp Investment Management, Llc’s form 4 insider trades.

Insider Ownership Summary of Jcp Investment Management, Llc

Ticker Comapny Transaction Date Type of Owner
IVFH Innovative Food Holdings Inc 2019-09-06 10 percent owner
HTM US Geothermal Inc 2016-07-14 10 percent owner
BABB BAB Inc 2014-07-28 10 percent owner
WHG Westwood Holdings Group Inc 2022-06-09 10 percent owner
TLF Tandy Leather Factory Inc 2022-05-16 10 percent owner
FARM Farmer Bros Co 2022-10-03 other: See Footnote 1

Jcp Investment Management, Llc Latest Holdings Summary

Jcp Investment Management, Llc currently owns a total of 3 stocks. Among these stocks, Jcp Investment Management, Llc owns 836,416 shares of Westwood Holdings Group Inc (WHG) as of June 9, 2022, with a value of $11 Million and a weighting of 68.56%. Jcp Investment Management, Llc owns 4,350,440 shares of Innovative Food Holdings Inc (IVFH) as of September 6, 2019, with a value of $4 Million and a weighting of 27.84%. Jcp Investment Management, Llc also owns 723,177 shares of BAB Inc (BABB) as of July 28, 2014, with a value of $564,078 and a weighting of 3.61%.

Latest Holdings of Jcp Investment Management, Llc

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
WHG Westwood Holdings Group Inc 2022-06-09 836,416 12.81 10,714,489
IVFH Innovative Food Holdings Inc 2019-09-06 4,350,440 1.00 4,350,440
BABB BAB Inc 2014-07-28 723,177 0.78 564,078

Holding Weightings of Jcp Investment Management, Llc


Jcp Investment Management, Llc Form 4 Trading Tracker

According to the SEC Form 4 filings, Jcp Investment Management, Llc has made a total of 1 transactions in Westwood Holdings Group Inc (WHG) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Westwood Holdings Group Inc is the sale of 24,000 shares on June 9, 2022, which brought Jcp Investment Management, Llc around $376,560.

According to the SEC Form 4 filings, Jcp Investment Management, Llc has made a total of 11 transactions in Innovative Food Holdings Inc (IVFH) over the past 5 years, including 11 buys and 0 sells. The most-recent trade in Innovative Food Holdings Inc is the acquisition of 82,407 shares on September 6, 2019, which cost Jcp Investment Management, Llc around $42,852.

According to the SEC Form 4 filings, Jcp Investment Management, Llc has made a total of 0 transactions in BAB Inc (BABB) over the past 5 years. The most-recent trade in BAB Inc is the sale of 15,505 shares on July 28, 2014, which brought Jcp Investment Management, Llc around $11,784.

Insider Trading History of Jcp Investment Management, Llc

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Jcp Investment Management, Llc Trading Performance

GuruFocus tracks the stock performance after each of Jcp Investment Management, Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jcp Investment Management, Llc is -1.44%. GuruFocus also compares Jcp Investment Management, Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jcp Investment Management, Llc within 3 months outperforms 5 times out of 13 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Jcp Investment Management, Llc's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Jcp Investment Management, Llc

Average Return

-36.77%

Average return per transaction

Outperforming Transactions

0%

0 out of 13 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 5 -1.44 -12.32 -36.77 -18.74 -21.1
Relative Return to S&P 500(%) 3.43 -5.33 -21.65 -48.12 -38.28 -31.01

Jcp Investment Management, Llc Ownership Network

Ownership Network List of Jcp Investment Management, Llc

No Data

Ownership Network Relation of Jcp Investment Management, Llc


Jcp Investment Management, Llc Owned Company Details

What does Innovative Food Holdings Inc do?

Who are the key executives at Innovative Food Holdings Inc?

Jcp Investment Management, Llc is the 10 percent owner of Innovative Food Holdings Inc. Other key executives at Innovative Food Holdings Inc include director & CEO Samuel Klepfish , director & Chief Executive Officer Robert William Bennett , and Chief Financial Officer Richard Tang .

Innovative Food Holdings Inc (IVFH) Insider Trades Summary

Over the past 18 months, Jcp Investment Management, Llc made no insider transaction in Innovative Food Holdings Inc (IVFH). Other recent insider transactions involving Innovative Food Holdings Inc (IVFH) include a net sale of 1,185,000 shares made by Samuel Klepfish , a net purchase of 447,982 shares made by James C Pappas , and a net purchase of 24,000 shares made by Robert William Bennett .

In summary, during the past 3 months, insiders sold 0 shares of Innovative Food Holdings Inc (IVFH) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 1,185,000 shares of Innovative Food Holdings Inc (IVFH) were sold and 884,282 shares were bought by its insiders, resulting in a net sale of 300,718 shares.

Innovative Food Holdings Inc (IVFH)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Innovative Food Holdings Inc Insider Transactions

No Available Data

Jcp Investment Management, Llc Mailing Address

Above is the net worth, insider trading, and ownership report for Jcp Investment Management, Llc. You might contact Jcp Investment Management, Llc via mailing address: 1177 West Loop South, Suite 1320, Houston Tx 77027.

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