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JP Wealth Management, Inc. → QQQ

JP Wealth Management, Inc. QQQ Position History

Invesco QQQ Trust • Technology

Quarters held
5
Latest value
$13M
Q3 2026
Peak value
$13M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$11.4M
Q4 2025$11.7M
Q1 2026$10.8M
Q2 2026$13M
Q3 2026$13M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13M17.6K——
Q2 2026$13M17.7K——
Q1 2026$10.8M18.6K——
Q4 2025$11.7M19.0K——
Q3 2025$11.4M19.0K——

Other funds holding QQQ

Other JP Wealth Management, Inc. positions

ETHA

Nasdaq 100 (QQQM)

$35.5M
ETHA

Nasdaq 100 (QQQM)

$35.1M
ETHA

Nasdaq 100 (QQQM)

$29.1M
STEW

SRH Total Return Fund (STEW)

$28.2M
ETHA

Nasdaq 100 (QQQM)

$27.9M
ETHA

Nasdaq 100 (QQQM)

$27.6M
STEW

SRH Total Return Fund (STEW)

$27.4M
STEW

SRH Total Return Fund (STEW)

$27.3M