JP Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Mt. Pleasant, SC
CIK
0001967622
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
16
136,195
DFAC, QQQM, QQEW, BIF
13F-HR
1/24/2025
000122107325000012