JP Wealth Management, Inc. - Portfolio Stock Holdings
JP Wealth Management, Inc. disclosed 14 stock positions in a recent SEC 13F filing. $158,163,343 of stock holdings were filed, with the largest holdings including DFAC, QQQM, and STEW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $274,006,047 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
14Est. Stock Holding Value:
$158,163,343Top Stock Holdings By Sector
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Portfolio Stock Holdings - JP Wealth Management, Inc.
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