13F Insight
DOSSIER · 13F-HR · Q3 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

$988M in tracked AUM across 228 positions as of Q3 2026.

JP
CIK 0002006637 · last filed Sep 30, 2026
Total AUM
$988M
as of Q3 2026
Holdings
228
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$47M142K4.8%02
NVDA
NVIDIA CORPORATION
$42M185K4.3%03
MSFT
MICROSOFT CORP
$35M68K3.5%04
AMAT
APPLIED MATLS INC
$31M61K3.2%05
AMD
ADVANCED MICRO DEVICES INC
$29M47K2.9%06
CAT
CATERPILLAR INC
$27M33K2.7%07
JNJ
JOHNSON & JOHNSON
$24M90K2.4%08
LLY
ELI LILLY & CO
$23M20K2.3%09
UPS
UNITED PARCEL SVCS INC
$19M205K1.9%10
JPM
JPMORGAN CHASE & CO
$19M58K1.9%

Filing history

2026Q3Sep 30
$988M▼ 0.3%
228 positionsView →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 positionsLocked2025Q2Jun 30
$697M▲ 6.2%
197 positionsLocked2025Q1Mar 31
$656M▼ 3.1%
195 positionsLocked2024Q4Dec 31
$677M▲ 3.1%
205 positionsLocked2024Q3Sep 30
$657M▲ 9.2%
501 positionsLocked2024Q2Jun 30
$602M▲ 1.7%
470 positionsLocked2024Q1Mar 31
$592M▲ 10.8%
521 positionsLocked2023Q4Dec 31
$534M▲ 10.4%
398 positionsLocked
Showing 12 of 13