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Filers›Hedge Fund›JAMISON PRIVATE WEALTH MANAGEMENT, INC.
DOSSIER · 13F-HR · Q1 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

JAMISON PRIVATE WEALTH's hedge fund based in Greenwich, CT — $822M in tracked AUM across 214 positions as of Q1 2026.

JP
JAMISON PRIVATE WEALTH·Greenwich, CT·Hedge Fund
CIK 0002006637 · last filed Mar 31, 2026
Total AUM
$822M
▼ 9.5%
vs prior
Holdings
214
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$34M134K4.1%
02
NVDA
NVIDIA CORPORATION
$32M185K3.9%
03
MSFT
MICROSOFT CORP
$24M64K2.9%
04
CAT
CATERPILLAR INC
$23M33K2.8%
05
JNJ
JOHNSON & JOHNSON
$22M88K2.6%
06
AMAT
APPLIED MATLS INC
$21M62K2.6%
07
VMC
VULCAN MATLS CO
$21M77K2.6%
08
UPS
UNITED PARCEL SVCS INC
$20M200K2.4%
09
LLY
ELI LILLY & CO
$18M20K2.2%
10
JPM
JPMORGAN CHASE & CO
$17M56K2.0%

Filing history

Filing history loading…
AI Agent · grounded in JAMISON
haiku-4-5 · 214 positions indexed
Sector mix
  • Financials29%
  • Health Care7%
  • Cons. Disc.4%
  • Communications13%
  • Industrials52%
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