Jgp Wealth Management, LLC has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $688 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.8M, Microsoft Corp with a value of $29.6M, Kla Corp with a value of $28.3M, Ishares Core S&P Total U.S. St with a value of $21.1M, and Jpmorgan Chase & CO with a value of $18.6M.

Examining the 13F form we can see an increase of $15M in the current position value, from $673M to 688M.

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

Portfolio value $688 Million
Technology: $175 Million
Industrials: $102 Million
ETFs: $83.3 Million
Financial Services: $78.7 Million
Consumer Cyclical: $76.8 Million
Healthcare: $73.8 Million
Consumer Defensive: $39.5 Million
Communication Services: $23 Million
Other: $36.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 164
  • Current Value $688 Million
  • Prior Value $673 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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