Jp Wealth Management, Inc. Portfolio Holdings

Jp Wealth Management, Inc.

  • $141 Billion
  • Q4 2025

Jp Wealth Management, Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 15 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 $29.1B, Boulder Growth & Income Fund with a value of $27.4B, Tcw Strategic Income Fund Inc with a value of $16B, and Sprott Physical Gold Trust with a value of $14.2B.

Examining the 13F form we can see an decrease of $7.17B in the current position value, from $149B to 141B.

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 $141 Billion
ETFs: $83.9 Billion
Financial Services: $57.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $141 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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