A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for JP Wealth Management, Inc..

Business address: 3401 Salterbeck Court, Suite 202, Mt. Pleasant, SC, 29466
Top securities (13F): DFAC, QQQM, STEW, TSI, PHYS, QQQ, DAPP, IWF, IWD, DFNM, VTV, IWS, VT, SPY, and IWO
State of incorporation: NY
Fiscal year end: 31 December

JP Wealth Management, Inc. has filed 7 SEC EDGAR filings since 06 Mar 2023

Recent SEC filings for JP Wealth Management, Inc. including 13F-HR, N-PX, SC 13G.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		15 Jan 2026	31 Dec 2025	028-24620
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		15 Oct 2025	30 Sep 2025	028-24620
N-PX	Open N-PX document	View SEC filing for N-PX		14 Aug 2025	30 Jun 2025	028-24620
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		22 Jul 2025	30 Jun 2025	028-24620
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		18 Apr 2025	31 Mar 2025	028-24620
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		24 Jan 2025	31 Dec 2024	028-24620
SC 13G	Open SC 13G document	View SEC filing for SC 13G	JP WEALTH MANAGEMENT, INC.	06 Mar 2023

JP Wealth Management, Inc. files with the SEC under CIK 0001967622. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.