Jp Wealth Management, Inc. - Q12026 Holdings

Jp Wealth Management, Inc. holds 15 stocks with a total portfolio value of $ 147.47M as of Q12026. In Q12026, Jp Wealth Management, Inc. added 1 new position, increased stakes in 4 stocks, reduced 2 holdings, and fully exited 1 position. The largest holding is Dfa U S Core Equity 2 (Dfac) (DFAC), representing 21.32% of the total portfolio.