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CIK 0001748278 • 6 13F filings • Apr 9, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("jgp-wealth-management-llc-0001748278-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001748278-25-000004 |
| $902.4M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001748278-26-000004 | $1.11B | View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004190 | $825.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001748278-26-000003 | $961.3M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001945 | $759.8M | View |