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JGP Wealth Management, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on QQQM, newest first. How the timeline and the estimate are built.

JGP Wealth Management, LLC held 25,187 QQQM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,187 shares
    Change vs previous 13F +3,213 shares

    0.68% of the 13F portfolio, value $7,672,892.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,974 shares
    Change vs previous 13F +2,551 shares

    0.6% of the 13F portfolio, value $6,657,520.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 19,423 shares
    Change vs previous 13F +6,250 shares

    0.48% of the 13F portfolio, value $4,615,228.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,173 shares
    Change vs previous 13F +2,637 shares

    0.35% of the 13F portfolio, value $3,331,705.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 10,536 shares
    Change vs previous 13F +633 shares

    0.29% of the 13F portfolio, value $2,626,886.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 9,903 shares
    Change vs previous 13F +1,205 shares

    0.27% of the 13F portfolio, value $2,248,952.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 8,698 shares
    Change vs previous 13F +3,766 shares

    0.22% of the 13F portfolio, value $1,678,984.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,932 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,037,944.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).