Jp Wealth Management, Inc. Portfolio Holdings

Jp Wealth Management, Inc.

  • $134 Billion
  • Q2 2025

Jp Wealth Management, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $30.2B, Invesco Exchange Traded Fd Tr with a value of $26.3B, Boulder Growth & Income Fund with a value of $22.7B, First Tr Nasdaq 100 Equal Weig with a value of $17.4B, and Tcw Strategic Income Fund Inc with a value of $15.7B.

Examining the 13F form we can see an increase of $9.58B in the current position value, from $124B to 134B.

Jp Wealth Management, Inc. is based out at Mt. Pleasant, SC

Below you can find more details about Jp Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $90.4 Billion
Financial Services: $43.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.2 Billion 22.6% of portfolio
843,018
Q2 2025 Reduced 1.54%
$0
$26.3 Billion 19.69% of portfolio
115,919
Q2 2025 Added 3.32%
$0
$22.7 Billion 17.01% of portfolio
1,286,433
Q2 2025 Added 32.83%
$0
$17.4 Billion 12.99% of portfolio
127,199
Q2 2025 Added 0.05%
$0
$15.7 Billion 11.73% of portfolio
3,213,023
Q2 2025 Added 5.6%
$0
$10.8 Billion 8.07% of portfolio
19,553
Q2 2025 Reduced 7.78%
$0
$4.89 Billion 3.66% of portfolio
192,955
Q2 2025 New
$0
$2.29 Billion 1.72% of portfolio
5,400
Q4 2024 New
$0
$1.01 Billion 0.76% of portfolio
5,216
Q2 2025 Reduced 99.47%
$0
$689 Million 0.52% of portfolio
3,900
Q4 2024 New
$0
$637 Million 0.48% of portfolio
13,000
Q1 2025 Added 30.0%
$0
$540 Million 0.4% of portfolio
5,868
Q4 2024 New
$0
$287 Million 0.21% of portfolio
2,230
Q1 2025 New
$0
$223 Million 0.17% of portfolio
361
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $134 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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