Joseph Group Capital Management Incresed Positions in Q3 2025

Joseph Group Capital Management

  • $329 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
24.7K
+ 3.17%
$46.37 - $47.77 $1.15M - $1.18M
806K $38.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.98K
+ 0.99%
$68.24 - $73.73 $204K - $220K
304K $22.3M
AAPL
Apple Inc.

Technology
592
+ 2.24%
$202.38 - $256.87 $120K - $152K
27K $6.87M
HYMU
Blackrock ETF Tr Ii High Yield
53.9K
+ 291.07%
N/A
72.4K $1.66M
PG
Procter & Gamble CO

Consumer Defensive
8.04K
+ 25.04%
$150.47 - $161.22 $1.21M - $1.3M
40.1K $6.17M
AEP
American Electric Power CO Inc

Utilities
5.26K
+ 15.68%
$103.26 - $115.0 $543K - $605K
38.8K $4.37M
MPC
Marathon Petroleum Corp

Energy
1.5K
+ 6.83%
$158.59 - $198.69 $237K - $297K
23.4K $4.51M
JPM
Jpmorgan Chase & CO

Financial Services
1.06K
+ 5.39%
$282.78 - $316.06 $301K - $336K
20.8K $6.55M
HD
Home Depot, Inc.

Consumer Cyclical
680
+ 4.71%
$357.4 - $423.42 $243K - $288K
15.1K $6.12M
DEW
Wisdomtree Tr Global High Divi

ETFs
2.75K
+ 1.25%
$57.31 - $60.64 $157K - $167K
222K $13.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.4K
+ 8.94%
$28.92 - $32.19 $301K - $335K
127K $4.05M
KR
Kroger CO

Consumer Defensive
12.6K
+ 24.81%
$64.52 - $74.35 $815K - $939K
63.5K $4.28M
AMGN
Amgen Inc

Healthcare
2.1K
+ 16.96%
$271.18 - $309.22 $569K - $649K
14.5K $4.08M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.61K
+ 33.61%
$366.54 - $479.53 $956K - $1.25M
10.4K $4.06M
ETN
Eaton Corp PLC

Industrials
817
+ 5.23%
$342.99 - $392.76 $280K - $321K
16.4K $6.15M
V
Visa Inc.

Financial Services
2.2K
+ 14.54%
$332.09 - $358.86 $730K - $789K
17.3K $5.91M
HYD
Vaneck High Yield Muni ETF

ETFs
9.97K
+ 54.11%
$48.85 - $50.94 $487K - $508K
28.4K $1.45M
T
At&T Inc.

Communication Services
22.8K
+ 12.02%
$26.94 - $29.62 $613K - $675K
212K $5.99M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.41K
+ 1.01%
$26.44 - $27.1 $249K - $255K
937K $25.3M
RPM
Rpm International Inc

Basic Materials
2.07K
+ 6.76%
$110.07 - $128.23 $228K - $266K
32.8K $3.86M
FITB
Fifth Third Bancorp

Financial Services
4.11K
+ 4.75%
$40.91 - $46.28 $168K - $190K
90.6K $4.04M
DFIS
Dimensional ETF Tr Dimensional

ETFs
14.3K
+ 168.73%
$29.65 - $31.77 $423K - $453K
22.7K $718K
CVX
Chevron Corp

Energy
996
+ 4.07%
$145.57 - $161.83 $145K - $161K
25.5K $3.96M
HYG
Ishares Tr

ETFs
5.3K
+ 1760.13%
$79.85 - $81.32 $423K - $431K
5.6K $454K
PGR
Progressive Corp

Financial Services
2.66K
+ 20.09%
$238.61 - $264.3 $635K - $704K
15.9K $3.93M
MSFT
Microsoft Corp

Technology
280
+ 2.42%
$491.09 - $535.64 $138K - $150K
11.8K $6.13M
PJP
Invesco Exchange Traded Fd Tr

ETFs
889
+ 4.19%
$80.49 - $93.64 $71.6K - $83.2K
22.1K $2.05M
CRM
Salesforce, Inc.

Technology
3.02K
+ 23.54%
$231.66 - $273.65 $700K - $827K
15.9K $3.76M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.53K
+ 1.27%
$27.61 - $29.15 $42.3K - $44.7K
122K $3.55M
AMZN
Amazon Com Inc

Consumer Cyclical
958
+ 5.75%
$211.65 - $238.24 $203K - $228K
17.6K $3.87M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.13K
+ 1.61%
N/A
134K $11.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.83K
+ 202.55%
$96.22 - $98.19 $176K - $179K
2.73K $267K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.53K
+ 1.06%
$70.85 - $76.96 $108K - $118K
145K $11M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
179
+ 0.09%
$28.92 - $30.19 $5.18K - $5.4K
189K $5.61M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8
+ 0.02%
$25.29 - $28.33 $202 - $227
45.3K $1.26M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.47K
+ 1088.99%
$42.26 - $47.16 $104K - $117K
2.7K $125K
ABT
Abbott Laboratories

Healthcare
776
+ 1063.01%
$120.51 - $136.62 $93.5K - $106K
849 $113K
MUB
Ishares National Muni Bond ETF

ETFs
119
+ 0.38%
$103.24 - $106.68 $12.3K - $12.7K
31.1K $3.32M
MUST
Columbia ETF Tr I Multi Sector

ETFs
352
+ 15.24%
$19.87 - $20.65 $6.99K - $7.27K
2.66K $54K
RYF
Invesco S&P 500 Equal Weight F

ETFs
1.04K
+ 1.01%
N/A
104K $0
UPS
United Parcel Service Inc

Industrials
35
+ 10.61%
$82.58 - $105.54 $2.89K - $3.69K
365 $30K
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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