JWM
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JP Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

JP Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8M Sell
19,553
-1,650
-8% -$910K 8.07% 6
2025
Q1 		$9.94M Sell
21,203
-235
-1% -$110K 8.01% 6
2024
Q4 		$11M Buy
+21,438
New +$11M 8.05% 7