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| JGP Wealth Management LLC
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|---|---|
| CRD # | 290694 |
| SEC # | 801-112288 |
| CIK # | 0001748278 |
| AUM | 1,431.8 M (2026-02-03) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 503-446-6450 |
| Address | 2838 NW Crossing Drive Bend, OR 97703 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 104.6 | ||
| Apple Inc | 67.4 | ||
| Microsoft Corp | 32.6 | ||
| Analog Devices Inc | 30.0 | ||
| J P Morgan Chase & Co | 26.6 | ||
| PNC Financial Services Group Inc | 20.8 | ||
| Grainger W W Inc | 19.3 | ||
| Comfort Systems USA Inc | 18.8 | ||
| Amgen Inc | 15.7 | ||
| United Technologies Corp /DE/ | 15.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 392 | 184.5 |
| (b) Individuals (high net worth individuals) | 379 | 1,157.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 5.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 80.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,335 | 1,431.8 |
| By Discretionary | ||
| Discretionary | 3,335 | 1,431.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,335 | 1,431.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,431.8 | |
| Total | 3,335 | 1,431.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001748278] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 0080554670 |
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|---|---|---|
|
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1,427.5 M | |
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VA | 1,424.0 M |
|
Ironsides Asset Advisors LLC
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