Jessup Wealth Management, Inc Purchases and Sells in Q1 2025

Jessup Wealth Management, Inc

$238 Billion
Q1 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	43.6K + 78.4%	$91.17 - $95.39 $3.98M - $4.16M	99.3K $9.47B
JPM	14.9K + 1555.02%	$225.19 - $279.95 $3.35M - $4.16M	15.8K $3.88B
UNH	5.17K + 438.14%	$461.52 - $548.18 $2.39M - $2.83M	6.35K $3.33B
KKR	34.2K + 76.74%	$108.17 - $167.07 $3.7M - $5.72M	78.9K $9.12B
SQ	63.3K + 112.1%	$54.04 - $92.95 $3.42M - $5.88M	120K $6.5B
EQH	9.84K + 7.97%	$47.64 - $55.68 $469K - $548K	133K $6.94B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ATLASSIAN CORPORATION	30.6K New	N/A	30.6K $6.5B
TSLA	23.4K New	$222.15 - $428.22 $5.2M - $10M	23.4K $6.07B
SHOP	62.8K New	$90.59 - $129.31 $5.69M - $8.12M	62.8K $6B
LNC	154K New	$30.06 - $39.23 $4.63M - $6.04M	154K $5.53B
CME	7.93K New	$225.82 - $266.54 $1.79M - $2.11M	7.93K $2.1B
GS	2.05K New	$524.81 - $672.19 $1.08M - $1.38M	2.05K $1.12B

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-4.52K - 3.23%	$106.98 - $149.43 $483K - $675K	135K $14.7B
TMUS	-21K - 54.39%	$211.3 - $272.83 $4.44M - $5.73M	17.6K $4.7B
PG	-7.05K - 17.82%	$158.56 - $176.26 $1.12M - $1.24M	32.5K $5.54B
JNJ	-6.38K - 45.27%	$142.06 - $167.7 $907K - $1.07M	7.72K $1.28B
ARHS	-29K - 25.19%	$8.57 - $12.98 $248K - $376K	86K $749M
IWM	-325 - 2.72%	$198.1 - $229.79 $64.4K - $74.7K	11.6K $2.32B

Activity Summary All Purchases 40 New Holdings 16 Increased Positions 24 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jessup Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Jessup Wealth Management, Inc with notifications on news.