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Portfolio (Quarterly)
Guide ↗
JP Wealth Management, Inc.
·
CIK 0001967622
13F Portfolio
$141M AUM
15 positions
Filed Jan 15, 2026
EDGAR ↗
← All Funds
Q4 2025
Q3 2025
·
All
5 Added
1 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
QQEW
Nasdaq 100 (QQEW)
—
126,339
$17.8M
11.99%
SOLD
Sector Allocation
Financial Services
100.0%