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JP Wealth Management, Inc.

SEC CIK
0001967622
Latest filing
Jul 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by JP Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2024
Holdings of SPY by JP Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−361−100.0%Sold outHolders
Q1 2026361$234.8K0.2%00.0%UnchangedHolders
Q4 2025361$246.2K0.2%00.0%UnchangedHolders
Q3 2025361$240.5K0.2%00.0%UnchangedHolders
Q2 2025361$223.0K0.2%00.0%UnchangedHolders
Q1 2025361$201.9K0.2%00.0%UnchangedHolders
Q4 2024361$211.6K0.2%–No prior filingHolders