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JP Wealth Management, Inc.: QQQM position timeline

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

JP Wealth Management, Inc. held 116,619 QQQM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 116,619 shares
    Change vs previous 13F +750 shares

    22.51% of the 13F portfolio, value $35,526,812.

    13F-HR 0001967622-26-000005 filed by JP Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 115,869 shares
    Change vs previous 13F -1,674 shares

    22.1% of the 13F portfolio, value $35,104,831.

    13F-HR 0001967622-26-000003 filed by JP Wealth Management, Inc.
    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 117,543 shares
    Change vs previous 13F +2,481 shares

    18.94% of the 13F portfolio, value $27,930,568.

    13F-HR 0001967622-26-000002 filed by JP Wealth Management, Inc.
    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 115,062 shares
    Change vs previous 13F +3,206 shares

    20.57% of the 13F portfolio, value $29,101,481.

    13F-HR 0001967622-26-000001 filed by JP Wealth Management, Inc.
    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 111,856 shares
    Change vs previous 13F -4,063 shares

    18.6% of the 13F portfolio, value $27,641,855.

    13F-HR 0001967622-25-000004 filed by JP Wealth Management, Inc.
    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 115,919 shares
    Change vs previous 13F +3,725 shares

    19.69% of the 13F portfolio, value $26,325,205.

    13F-HR 0001967622-25-000001 filed by JP Wealth Management, Inc.
    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 112,194 shares
    Change vs previous 13F +5,650 shares

    17.45% of the 13F portfolio, value $21,655,686.

    13F-HR 0001221073-25-000038 filed by JP Wealth Management, Inc.
    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 106,544 shares
    Change vs previous 13F not available

    16.46% of the 13F portfolio, value $22,422,185.

    13F-HR 0001221073-25-000012 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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