DOSSIER · 13F-HR · Q2 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

$990M in tracked AUM across 224 positions as of Q2 2026.

JP
CIK 0002006637 · last filed Jun 30, 2026
Total AUM
$990M
as of Q2 2026
Holdings
224
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$44M61K4.5%
02
AAPL
APPLE INC
$41M142K4.2%
03
NVDA
NVIDIA CORPORATION
$37M187K3.8%
04
CAT
CATERPILLAR INC
$35M33K3.5%
05
AMD
ADVANCED MICRO DEVICES INC
$27M47K2.8%
06
MSFT
MICROSOFT CORP
$25M68K2.5%
07
LLY
ELI LILLY & CO
$24M20K2.4%
08
VMC
VULCAN MATLS CO
$23M77K2.3%
09
JNJ
JOHNSON & JOHNSON
$23M89K2.3%
10
UPS
UNITED PARCEL SVCS INC
$22M203K2.2%

Filing history

2026Q2Jun 30
$990M 20.4%
224 positionsView →
2026Q1Mar 31
$822M 0.1%
214 positionsView →
2025Q4Dec 31
$823M 4.2%
210 positionsView →
2025Q3Sep 30
$789M 13.4%
209 positionsView →
2025Q2Jun 30
$697M 6.2%
197 positionsLocked
2025Q1Mar 31
$656M 3.1%
195 positionsLocked
2024Q4Dec 31
$677M 3.1%
205 positionsLocked
2024Q3Sep 30
$657M 9.2%
501 positionsLocked
2024Q2Jun 30
$602M 1.7%
470 positionsLocked
2024Q1Mar 31
$592M 10.8%
521 positionsLocked
2023Q4Dec 31
$534M 10.4%
398 positionsLocked
2023Q3Sep 30
$484M
396 positionsLocked