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Portfolio (Quarterly) Guide ↗

JP Wealth Management, Inc.

· CIK 0001967622
13F Portfolio $141M AUM 15 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 QQEW Nasdaq 100 (QQEW) 126,339 $17.8M 11.99% SOLD
Sector Allocation
Financial Services 100.0%