JP Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
16
124,099
DFAC, QQQM, BIF, QQEW
13F-HR
4/18/2025
000122107325000038
Q4 2024
16
136,195
DFAC, QQQM, QQEW, BIF
13F-HR
1/24/2025
000122107325000012