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 (431 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.1% · 6 months +8.3% · 1 year +14.9% · all +14.9%
  • Max drawdown -0.4% · Sharpe 1.07 · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 14.4% · long · since 2025-06-30
  • KLAC · 9.4% · long · since 2025-06-30
  • AAPL · 6.0% · long · since 2025-06-30
  • 46434V621 · 5.1% · long · since 2025-06-30
  • 464287150 · 4.5% · long · since 2025-06-30
  • MSFT · 2.9% · long · since 2025-06-30
  • ADI · 2.7% · long · since 2025-06-30
  • JPM · 2.4% · long · since 2025-06-30
  • PNC · 1.9% · long · since 2025-06-30
  • GWW · 1.7% · long · since 2025-06-30
  • FIX · 1.7% · long · since 2025-09-30
  • AMGN · 1.4% · long · since 2025-06-30

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