JAMISON PRIVATE WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Milton, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 987,528
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 228 | 987,528 | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
| Q2 2026 | 7/16/2026 | 224 | 990,367 | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
| Q1 2026 | 4/27/2026 | 214 | 822,222 | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
| Q4 2025 | 1/15/2026 | 210 | 823,046 | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
| Q3 2025 | 10/14/2025 | 209 | 789,496 | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
| Q2 2025 | 7/22/2025 | 197 | 696,506 | 13F-HR | JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 939.2 K | 95.1% | 21.6 K | 0 | 21.6 K |
| ETFs | 48.17 K | 4.9% | 568 | 0 | 568 |
| Other | 209 | 0.0% | 209 | 0 | 209 |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
987,528
Holdings
228
QoQ value change ($000)
-2,839
(-0.3%)
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.