Jp Wealth Management, Inc. Portfolio Holdings

Jp Wealth Management, Inc.

  • $124 Billion
  • Q1 2025

Jp Wealth Management, Inc. has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 16 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 $28.2B, Invesco Exchange Traded Fd Tr with a value of $21.7B, Boulder Growth & Income Fund with a value of $16.7B, First Tr Nasdaq 100 Equal Weig with a value of $15.4B, and Tcw Strategic Income Fund Inc with a value of $14.8B.

Examining the 13F form we can see an decrease of $12.1B in the current position value, from $136B to 124B.

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 $124 Billion
ETFs: $87.5 Billion
Financial Services: $31.5 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $124 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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