JWM
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Jessup Wealth Management’s Unity U Stock Holding History

Jessup Wealth Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,667
Closed -$464K – 79
2025
Q1 		$464K Buy
23,667
+985
+4% +$19.3K 0.19% 50
2024
Q4 		$510K Buy
+22,682
New +$510K 0.22% 41