In a recent 13F-HR filing, JGP Wealth Management, LLC disclosed its holdings as of the end of the reporting period. The filing is significant as it provides insights into the investment decisions made by the company, including any changes in its portfolio composition. Investors and analysts often look to these filings to gauge the sentiment of institutional investors and to identify potential investment opportunities.
JGP Wealth Management, LLC is an investment management firm that offers wealth management services to its clients. The firm focuses on creating customized investment strategies tailored to the individual needs and goals of each client. For more information about JGP Wealth Management, LLC, you can visit their website here.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings, including the number of shares held and the total market value. This information provides transparency into the investment activities of institutional investors and can be a valuable resource for market participants looking to track trends and make informed decisions.
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JGP Wealth Management, LLC (0001748278) Files 13F-HR Form with SEC
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