Jp Wealth Management, Inc. - Q42025 Holdings

Jp Wealth Management, Inc. holds 15 stocks with a total portfolio value of $ 141.47M as of Q42025. In Q42025, Jp Wealth Management, Inc. added 0 new positions, increased stakes in 5 stocks, reduced 2 holdings, and fully exited 1 position. The largest holding is Dfa U S Core Equity 2 (Dfac) (DFAC), representing 22.65% of the total portfolio.