Jhp Wealth Management Llc Portfolio Activity: Significant Buys & Sells in Q2 2026

As reported for the period ending June 30th, 2026, Jhp Wealth Management Llc, a prominent investment institution, experienced notable shifts in its portfolio. The total portfolio value stood at $121,418,430 during this quarter.

The investor was active on both sides of the transaction ledger. Significant purchases were observed across several Vanguard and iShares ETFs, while one holding showed a substantial reduction in position size.

Key Purchases: Jhp Wealth Management Llc demonstrated strong buying interest during Q2 2026. The investor significantly increased its stake in Vanguard Bnd Index Fund (BND), acquiring an additional 7,354 shares representing a ~77% increase from the previous period's change percentage and boosting its allocation to nearly 0.88%. Similarly, substantial additions were made to iShares Core Small-Cap Index Fund (IJR), with a net share increase of ~35% year-over-year change percentage and adding approximately 9,448 shares. The portfolio also saw significant growth in the allocation to iShares Core TIPS Bond Fund (ITOT), which increased by about a quarter of its position through this quarter's filing.

Other Notable Buys: Beyond the major additions, Jhp Wealth Management Llc also showed significant buying activity in several other ETFs. The investor quintupled its holding in Vanguard Ugly Things Index Fund (VUG), acquiring roughly 50% more shares than previously held and increasing the allocation by over 500%. Other purchases included adding a full position to both Vanguard Index Fund Admiral Shares (VO) and iShares Mub Minimal Emerging Mk ETF (MUB), solidifying their allocations at 0.48% and 0.35%, respectively.

Significant Sale: The most prominent change involved a substantial reduction in the position held for iShares Core Growth Index Fund (IGSB). Jhp Wealth Management Llc sold approximately 65% of its stake year-over-year, equivalent to roughly 42,824 shares. This resulted in a significant decrease from the previous period's allocation and left only about half a percent remaining.

In summary, during Q2 2026, Jhp Wealth Management Llc focused on adding diversified fixed income holdings like BND, ITOT, VO, VUG, and MUB while substantially reducing its exposure to the Growth sector via IGSB. The portfolio maintained a high concentration in large-cap stocks (73% combined allocation for IVV and VOO), with other significant allocations seen in FNDF (~14%), VEA (~8%) and SPY proxies like XMMO (~2-3%).