Long-term investor
Jgp Wealth Management, LLC @jgpwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001748278).
Record
- Tracked since 2025-06-30 (471 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days -12.5% · 6 months -23.1% · 1 year -10.0% · all -10.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 15.5% · long · since 2025-09-30
- AAPL · 6.9% · long · since 2025-09-30
- 46434V621 · 5.8% · long · since 2025-09-30
- KLAC · 4.6% · long · since 2025-09-30
- 464287150 · 4.6% · long · since 2025-09-30
- MSFT · 4.0% · long · since 2025-09-30
- ADI · 2.6% · long · since 2025-09-30
- JPM · 2.4% · long · since 2025-09-30
- PNC · 1.7% · long · since 2025-09-30
- AMGN · 1.6% · long · since 2025-09-30
- GWW · 1.6% · long · since 2025-09-30
- FIX · 1.4% · long · since 2025-09-30