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JP Wealth Management, Inc.
JP Wealth Management, Inc. is a registered investment adviser based in Chicago, Illinois, founded in 2004. The firm provides investment advisory and wealth management services primarily to individuals, high-net-worth individuals, and families. The firm operates with a team of professional advisers and focuses on personalized financial planning, asset allocation, and portfolio management, leveraging decades of industry experience to address clients' needs.
Investment Strategy
JP Wealth Management, Inc. takes a client-centric approach focused on long-term capital appreciation and wealth preservation. The firm's investment strategy involves the creation of personalized portfolios tailored to each client's risk tolerance, objectives, and time horizon. They emphasize diversification, prudent asset allocation, and continuous monitoring, utilizing both active and passive investment strategies across equities, fixed income, and alternative investments to align with client goals.
Latest 13F Filing Activity
JP Wealth Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 15 equity positions with a total 13F market value of $149M. The fund increased holdings in Vaneck Digital Transformation (dapp), Sprott Physical Gold Etv (phys), Dfa U S Core Equity 2 (dfac) among other positions. JP Wealth Management, Inc. reduced exposure to TCW Strategic Income (tsi), Vanguard Tax Exempt Muni Bond (vteb), S&P 500 SPDR (spy) among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DFA U S Core Equity 2 (DFAC) | 21.50% | $32.0M | 828,444 | $34.56 | $38.57 | +$1.7M |
Q QQQM | Nasdaq 100 (QQQM) | 18.60% | $27.6M | 111,856 | $210.14 | $247.12 | +$1.3M |
Q QQEW | Nasdaq 100 (QQEW) | 11.99% | $17.8M | 126,339 | $124.76 | $141.11 | +$466.3K |
T TSI | TCW Strategic Income (TSI) | 9.95% | $14.8M | 3,006,023 | $4.82 | $4.92 | -$889.9K |
Q QQQ | Nasdaq 100 (QQQ) | 7.68% | $11.4M | 19,023 | $511.23 | $600.37 | +$634.6K |
Industry Allocation
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