Jessup Wealth Management, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$218M
Signature - Title
Matthew C. Jessup - CCO
Location
Dayton, OH
Summary
This page shows a list of all the recent 13F filings made by Jessup Wealth Management, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Jessup Wealth Management, Inc reported 57 stock holdings with total value $218M as of Q3 2024. Top holdings included AMZN, AAPL, NVDA, TMUS, and JNK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 57 $218M +$45.9M -$62.7M -$16.8M AMZN, AAPL, NVDA, TMUS, JNK 13F-HR 10/9/2024, 05:06 PM
Q2 2024 57 $235M +$67.1M -$65.8M +$1.35M AMZN, AAPL, NVDA, AMD, JNK 13F-HR 7/26/2024, 04:58 PM
Q1 2024 59 $234M +$60.7M -$49.8M +$10.9M AMZN, AAPL, AMD, JNK, NVDA 13F-HR 4/15/2024, 09:20 PM
Q4 2023 52 $200M +$51.4M -$46.2M +$5.26M AAPL, AMZN, AMD, GOOGL, JNK 13F-HR 1/12/2024, 08:34 PM
Q3 2023 55 $174M +$70.9M -$81M -$10.2M AAPL, AMZN, GOOGL, MU, JPM 13F-HR 10/24/2023, 09:43 PM
Q2 2023 63 $187M +$87.7M -$84.8M +$2.89M AMZN, AAPL, GOOGL, MU, LRCX 13F-HR 7/21/2023, 10:50 AM
Q1 2023 65 $169M +$49.3M -$53.1M -$3.77M AAPL, AMZN, TMUS, NVDA, ULTA 13F-HR 4/26/2023, 07:11 PM
Q4 2022 59 $158M $0 $0 AAPL, TMUS, AMZN, UNH, ULTA 13F-HR 1/30/2023, 08:03 PM