JP Wealth Management, Inc.ETFConcentrated long-term

CIK: 0001967622 | MT. PLEASANT, SC

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	14	$157.8M	2026-10-07	SEC ↗
Q2 2026	13F-HR	14	$158.9M	2026-07-14	SEC ↗
Q1 2026	13F-HR	15	$147.5M	2026-04-15	SEC ↗
Q4 2025	13F-HR	15	$141.5M	2026-01-15	SEC ↗
Q3 2025	13F-HR	16	$148.6M	2025-10-15	SEC ↗
Q2 2025	13F-HR	14	$133.7M	2025-07-22	SEC ↗
Q1 2025	13F-HR	16	$124.1M	2025-04-18	SEC ↗
Q4 2024	13F-HR	16	$136.2M	2025-01-24	SEC ↗