Jp Wealth Management, Inc. Top Holdings and 13F Report (2025) About Jp Wealth Management, Inc.Investment ActivityJp Wealth Management, Inc. has $136.20 million in total holdings as of December 31, 2024.Jp Wealth Management, Inc. owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $29,017,274Invesco NASDAQ 100 ETF $22,422,185First Trust NASDAQ 100 Equal Weighted Index Fund $15,062,928SRH Total Return Fund $14,841,008TCW Strategic Income Fund $13,638,442 Sector AllocationMap of 500 Largest Holdings ofJp Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$29,017,274838,89221.3%ETFQQQMInvesco NASDAQ 100 ETF$22,422,185106,54416.5%ETFQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$15,062,928120,54211.1%ManufacturingSTEWSRH Total Return Fund$14,841,008926,40510.9%FinanceTSITCW Strategic Income Fund$13,638,4422,835,43510.0%FinanceDIMENSIONAL ETF TRUST$13,002,735208,1779.5%WORLD EQUITY ETFQQQInvesco QQQ$10,959,74921,4388.0%FinanceIAUiShares Gold Trust$6,682,959134,9824.9%FinanceRNPCohen & Steers REIT and Preferred Income Fund$5,192,772248,4583.8%Financial ServicesIWFiShares Russell 1000 Growth ETF$2,168,5325,4001.6%ETFIWDiShares Russell 1000 Value ETF$965,6385,2160.7%ETFVTVVanguard Value ETF$660,2703,9000.5%ETFIWSiShares Russell Mid-Cap Value ETF$518,7315,8680.4%ETFVTEBVanguard Tax-Exempt Bond ETF$501,30010,0000.4%ETFIWOiShares Russell 2000 Growth ETF$349,3521,8470.3%ETFSPYSPDR S&P 500 ETF Trust$211,5753610.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
