JP Wealth Management, Inc.
All 13F Filings
- Location
- Mt. Pleasant, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 147,468
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 15 | 147,468 | 13F-HR | JP Wealth Management, Inc. |
| Q4 2025 | 1/15/2026 | 15 | 141,469 | 13F-HR | JP Wealth Management, Inc. |
| Q3 2025 | 10/15/2025 | 16 | 148,643 | 13F-HR | JP Wealth Management, Inc. |
| Q2 2025 | 7/22/2025 | 14 | 133,684 | 13F-HR | JP Wealth Management, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 104.3 K | 70.7% | 0 | 1.801 K | -1.801 K |
| ETFs | 43.22 K | 29.3% | 7.8 K | 0 | 7.8 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
147,468
Holdings
15
QoQ value change ($000)
5,999
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.