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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
Q1 2025
Compare
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id
Q1 2025
16
$124.10M
DFAC, QQQM, STEW, QQEW
13F-HR
Apr 18, 2025
000122107325000038
Q4 2024
16
$136.20M
DFAC, QQQM, QQEW, STEW
13F-HR
Jan 24, 2025
000122107325000012