Jgp Wealth Management, LLC Purchases and Sells in Q2 2025

Jgp Wealth Management, LLC

$813 Million
Q2 2025

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	1.16K + 1.56%	$354.56 - $497.45 $413K - $579K	75.8K $37.7M
KLAC	368 + 0.9%	$576.53 - $902.94 $212K - $332K	41.3K $37M
ITOT	45.4K + 20.8%	$108.12 - $135.04 $4.91M - $6.13M	264K $35.6M
JPM	119 + 0.15%	$210.28 - $289.91 $25K - $34.5K	81.8K $23.7M
ADI	626 + 0.81%	$164.6 - $238.02 $103K - $149K	78.3K $18.6M
DGRO	23K + 5.15%	$55.22 - $63.94 $1.27M - $1.47M	469K $30M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO	18.1K New	$50.47 - $50.66 $911K - $915K	18.1K $914K
LDUR	6.38K New	$94.78 - $95.97 $605K - $612K	6.38K $611K
IEF	4.91K New	$93.15 - $96.56 $458K - $474K	4.91K $470K
FDVV	8.81K New	$43.6 - $52.02 $384K - $458K	8.81K $458K
BND	4.06K New	$72.02 - $73.82 $292K - $300K	4.06K $298K
SAP	951 New	$237.53 - $309.8 $226K - $295K	951 $289K

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-653 - 0.3%	$172.42 - $223.89 $113K - $146K	218K $44.8M
AMGN	-175 - 0.41%	$262.28 - $309.85 $45.9K - $54.2K	42.4K $11.9M
CHD	-752 - 1.15%	$91.57 - $110.76 $68.9K - $83.3K	64.4K $6.19M
PAYX	-173 - 0.22%	$137.01 - $159.78 $23.7K - $27.6K	77.8K $11.3M
PG	-139 - 0.29%	$157.66 - $172.39 $21.9K - $24K	48.4K $7.71M
NEAR	-10.9K - 51.17%	$50.41 - $51.17 $547K - $556K	10.4K $529K

Activity Summary All Purchases 119 New Holdings 21 Increased Positions 98 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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