Jp Wealth Management, Inc. Portfolio Holdings

Jp Wealth Management, Inc.

  • $149 Billion
  • Q3 2025

Jp Wealth Management, Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $149 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 $32B, Invesco Exchange Traded Fd Tr with a value of $27.6B, Boulder Growth & Income Fund with a value of $22.8B, First Tr Nasdaq 100 Equal Weig with a value of $17.8B, and Tcw Strategic Income Fund Inc with a value of $14.8B.

Examining the 13F form we can see an increase of $15B in the current position value, from $134B to 149B.

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 $149 Billion
ETFs: $101 Billion
Financial Services: $47.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $149 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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