JWM
TSI

JP Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

JP Wealth Management’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Buy
4,493,487
+12,764
+0.3% +$57.8K 12.76% 4
2026
Q1 		$20.1M Buy
4,480,723
+1,243,249
+38% +$5.89M 13.64% 4
2025
Q4 		$16M Buy
3,237,474
+231,451
+8% +$1.14M 11.31% 4
2025
Q3 		$14.8M Sell
3,006,023
-207,000
-6% -$1.02M 9.95% 5
2025
Q2 		$15.7M Buy
3,213,023
+170,288
+6% +$832K 11.73% 5
2025
Q1 		$14.8M Buy
3,042,735
+207,300
+7% +$1.01M 11.92% 5
2024
Q4 		$13.6M Buy
+2,835,435
New +$14.2M 10.01% 5

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return

JP Wealth Management's TSI Position: Q2 2026 in Review

JP Wealth Management increased its TCW Strategic Income Fund (TSI) stake by 0.28% in Q2 2026, buying an estimated $57.8K and bringing the position to 4,493,487 shares worth $20.3M. The position accounts for 12.76% of the portfolio, ranked #4.

JP Wealth Management first reported a position in TSI in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • JP Wealth Management held 4,493,487 shares of TCW Strategic Income Fund worth $20.3M as of Q2 2026.
  • JP Wealth Management bought 12,764 TCW Strategic Income Fund shares in Q2 2026, an estimated $57.8K.
  • TCW Strategic Income Fund made up 12.76% of JP Wealth Management's portfolio in Q2 2026, its #4 holding.
  • JP Wealth Management first reported a position in TCW Strategic Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on JP Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.