JAMISON PRIVATE WEALTH MANAGEMENT, INC.
All 13F Filings
- Location
- Milton, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 823,046
- Description
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- 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 |
|---|---|---|---|---|---|
| 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 | 781.3 K | 97.3% | 26.77 K | 0 | 26.77 K |
| ETFs | 21.57 K | 2.7% | 2.907 K | 0 | 2.907 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
823,046
Holdings
210
QoQ value change ($000)
33,550
(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.