Jp Wealth Management, Inc. - Q32026 Holdings

Jp Wealth Management, Inc. holds 14 stocks with a total portfolio value of $ 157.85M as of Q32026. In Q32026, Jp Wealth Management, Inc. added 14 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Dfa U S Core Equity 2 (Dfac) (DFAC), representing 22.88% of the total portfolio.