John Carey - Chief Compliance Officer and President
Location
Mt. Pleasant, SC
Summary
This page shows a list of all the recent 13F filings made by JP Wealth Management, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. JP Wealth Management, Inc. reported 16 stock holdings with total value $124M as of Q1 2025. Top holdings included DFAC, QQQM, STEW, QQEW, and TSI.
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