Jamison Private Wealth Management
Latest statistics and disclosures from Jamison Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, VMC, JPM, and represent 18.33% of Jamison Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JNJ (+$7.3M), AAPL, BN, GLD, MO, UPS, ABBV, NVO, UNH, CVX.
- Started 14 new stock positions in HIMS, NET, TXN, SCHD, ETR, HMC, TSM, RACE, FCX, SNOW. BORR, CL, NVO, PSX.
- Reduced shares in these 10 stocks: NVDA, VMC, PFE, CLX, OKE, SCHG, DKNG, V, NKE, BMY.
- Sold out of its positions in CLX, OKE.
- Jamison Private Wealth Management was a net buyer of stock by $39M.
- Jamison Private Wealth Management has $790M in assets under management (AUM), dropping by 13.35%.
- Central Index Key (CIK): 0002006637
Tip: Access up to 7 years of quarterly data
Positions held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Jamison Private Wealth Management
Jamison Private Wealth Management holds 209 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.5 | $36M | -2% | 190k | 186.58 |
|
| Apple (AAPL) | 4.3 | $34M | +14% | 134k | 254.63 |
|
| Microsoft Corporation (MSFT) | 4.2 | $33M | 64k | 517.95 |
|
|
| Vulcan Materials Company (VMC) | 3.1 | $24M | -2% | 79k | 307.62 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $18M | +2% | 56k | 315.43 |
|
| Blackstone Group Inc Com Cl A (BX) | 2.1 | $17M | 97k | 170.85 |
|
|
| United Parcel Service Call (Principal) (UPS) | 2.1 | $16M | +5% | 196k | 83.53 |
|
| Johnson & Johnson (JNJ) | 2.1 | $16M | +82% | 88k | 185.42 |
|
| Caterpillar (CAT) | 2.1 | $16M | 34k | 477.15 |
|
|
| Broadcom (AVGO) | 2.0 | $16M | 49k | 329.91 |
|
|
| Eli Lilly & Co. (LLY) | 2.0 | $16M | 21k | 763.01 |
|
|
| Waste Management (WM) | 1.9 | $15M | 67k | 220.83 |
|
|
| Home Depot (HD) | 1.8 | $14M | +2% | 35k | 405.20 |
|
| Amazon (AMZN) | 1.8 | $14M | 63k | 219.57 |
|
|
| Bank of America Corporation (BAC) | 1.7 | $14M | 267k | 51.59 |
|
|
| Abbvie (ABBV) | 1.7 | $14M | +5% | 59k | 231.54 |
|
| Applied Materials (AMAT) | 1.6 | $13M | 61k | 204.74 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $13M | +2% | 51k | 243.55 |
|
| Visa Com Cl A (V) | 1.6 | $12M | 36k | 341.38 |
|
|
| Charles Schwab Corporation (SCHW) | 1.6 | $12M | 130k | 95.47 |
|
|
| Southern Company (SO) | 1.6 | $12M | 129k | 94.77 |
|
|
| Meta Platforms Cl A (META) | 1.4 | $11M | +2% | 15k | 734.39 |
|
| McDonald's Corporation (MCD) | 1.3 | $11M | 35k | 303.89 |
|
|
| Goldman Sachs (GS) | 1.3 | $10M | +3% | 13k | 796.34 |
|
| Tesla Motors (TSLA) | 1.3 | $10M | +4% | 23k | 444.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $10M | 20k | 502.74 |
|
|
| Qualcomm (QCOM) | 1.2 | $9.7M | 59k | 166.36 |
|
|
| Costco Wholesale Corporation (COST) | 1.2 | $9.5M | 10k | 925.66 |
|
|
| Lockheed Martin Corporation (LMT) | 1.2 | $9.4M | +4% | 19k | 499.23 |
|
| Coca-Cola Company (KO) | 1.1 | $8.9M | +2% | 135k | 66.32 |
|
| Automatic Data Processing (ADP) | 1.1 | $8.9M | +3% | 30k | 293.50 |
|
| Chevron Corporation (CVX) | 1.1 | $8.6M | +6% | 56k | 155.29 |
|
| Southern Copper Corporation (SCCO) | 1.1 | $8.4M | 70k | 121.36 |
|
|
| Procter & Gamble Company (PG) | 1.0 | $7.7M | +4% | 50k | 153.65 |
|
| Amgen (AMGN) | 1.0 | $7.7M | +4% | 27k | 282.21 |
|
| Wal-Mart Stores (WMT) | 0.9 | $7.5M | +3% | 73k | 103.06 |
|
| Advanced Micro Devices (AMD) | 0.9 | $7.4M | +4% | 46k | 161.79 |
|
| Blackrock (BLK) | 0.9 | $6.9M | +3% | 5.9k | 1166.00 |
|
| Palo Alto Networks (PANW) | 0.9 | $6.9M | 34k | 203.62 |
|
|
| Truist Financial Corp equities (TFC) | 0.9 | $6.7M | +4% | 148k | 45.72 |
|
| Corning Incorporated (GLW) | 0.8 | $6.5M | +2% | 80k | 82.03 |
|
| Duke Energy Corp Com New (DUK) | 0.8 | $6.4M | +4% | 51k | 123.75 |
|
| Paychex (PAYX) | 0.8 | $6.3M | 49k | 126.76 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $6.1M | +2% | 54k | 112.75 |
|
| Norfolk Southern (NSC) | 0.8 | $6.0M | 20k | 300.41 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.6M | +3% | 8.4k | 669.27 |
|
| Digital Realty Trust (DLR) | 0.7 | $5.6M | +4% | 32k | 172.88 |
|
| Simon Property (SPG) | 0.7 | $5.5M | +6% | 29k | 187.67 |
|
| Kkr & Co (KKR) | 0.6 | $4.7M | +3% | 36k | 129.95 |
|
| Netflix (NFLX) | 0.6 | $4.6M | +3% | 3.9k | 1198.92 |
|
| Genuine Parts Company (GPC) | 0.6 | $4.6M | 33k | 138.60 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.6 | $4.5M | 81k | 55.75 |
|
|
| Cisco Systems (CSCO) | 0.5 | $4.1M | 60k | 68.42 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.5 | $4.0M | 96k | 42.37 |
|
|
| Cardinal Health (CAH) | 0.5 | $4.0M | 25k | 156.96 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $3.9M | 24k | 167.33 |
|
|
| Ge Aerospace Com New (GE) | 0.5 | $3.8M | +6% | 13k | 300.82 |
|
| Walt Disney Company (DIS) | 0.5 | $3.7M | -2% | 33k | 114.50 |
|
| MercadoLibre (MELI) | 0.5 | $3.7M | +7% | 1.6k | 2336.94 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.5 | $3.6M | +304% | 56k | 65.47 |
|
| Intel Corporation (INTC) | 0.4 | $3.5M | 106k | 33.55 |
|
|
| Gilead Sciences (GILD) | 0.4 | $3.5M | +6% | 32k | 111.00 |
|
| General Dynamics Corporation (GD) | 0.4 | $3.3M | +7% | 9.8k | 340.99 |
|
| TJX Companies (TJX) | 0.4 | $3.1M | +6% | 21k | 144.54 |
|
| FedEx Corporation (FDX) | 0.4 | $3.0M | +6% | 13k | 235.82 |
|
| Merck & Co (MRK) | 0.4 | $2.8M | +16% | 34k | 83.93 |
|
| Exelon Corporation (EXC) | 0.4 | $2.8M | +16% | 62k | 45.01 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $2.8M | 17k | 164.54 |
|
|
| Pfizer (PFE) | 0.3 | $2.7M | -9% | 107k | 25.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.7M | +10% | 5.5k | 490.38 |
|
| Servicenow (NOW) | 0.3 | $2.6M | +9% | 2.9k | 920.28 |
|
| Constellation Energy (CEG) | 0.3 | $2.5M | 7.7k | 329.07 |
|
|
| Altria (MO) | 0.3 | $2.4M | +108% | 36k | 66.06 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.3M | +25% | 12k | 182.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $2.2M | +8% | 5.0k | 447.23 |
|
| Hershey Company (HSY) | 0.3 | $2.2M | +8% | 12k | 187.05 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $2.2M | 17k | 128.24 |
|
|
| American Electric Power Company (AEP) | 0.3 | $2.2M | 20k | 112.50 |
|
|
| Pepsi (PEP) | 0.3 | $2.2M | +24% | 16k | 140.44 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $2.2M | 28k | 76.72 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $2.1M | +28% | 16k | 133.94 |
|
| salesforce (CRM) | 0.3 | $2.1M | +17% | 8.9k | 237.01 |
|
| Beazer Homes Usa Com New (BZH) | 0.3 | $2.0M | 81k | 24.55 |
|
|
| Enbridge (ENB) | 0.3 | $2.0M | +23% | 39k | 50.46 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $2.0M | +9% | 7.6k | 260.45 |
|
| Danaher Corporation (DHR) | 0.2 | $1.9M | 9.7k | 198.27 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.9M | +16% | 2.0k | 968.09 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $1.9M | -2% | 57k | 32.89 |
|
| Realty Income (O) | 0.2 | $1.9M | +14% | 31k | 60.79 |
|
| Tractor Supply Company (TSCO) | 0.2 | $1.8M | +10% | 32k | 56.87 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.8M | 29k | 62.47 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.8M | +16% | 15k | 118.83 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | -5% | 39k | 45.10 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $1.7M | +9% | 12k | 140.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.6M | 6.7k | 243.11 |
|
|
| ConocoPhillips (COP) | 0.2 | $1.6M | 17k | 94.59 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $1.6M | +32% | 9.9k | 158.96 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.5M | +476% | 4.3k | 355.47 |
|
| UnitedHealth (UNH) | 0.2 | $1.5M | +70% | 4.2k | 345.32 |
|
| American Express Company (AXP) | 0.2 | $1.4M | 4.2k | 332.17 |
|
|
| Impinj (PI) | 0.2 | $1.3M | +23% | 7.4k | 180.75 |
|
| Philip Morris International (PM) | 0.2 | $1.3M | +67% | 8.2k | 162.20 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.2 | $1.3M | +19% | 16k | 82.58 |
|
| Comerica Incorporated (CMA) | 0.2 | $1.3M | 19k | 68.52 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.2 | $1.3M | 27k | 47.20 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $1.2M | 39k | 31.27 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.2M | +2% | 28k | 43.95 |
|
| Ge Vernova (GEV) | 0.2 | $1.2M | 1.9k | 614.98 |
|
|
| Cameco Corporation (CCJ) | 0.2 | $1.2M | +50% | 14k | 83.86 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | +10% | 11k | 101.50 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | +64% | 3.2k | 346.22 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | +5% | 8.2k | 133.91 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $982k | 15k | 64.73 |
|
|
| Toll Brothers (TOL) | 0.1 | $964k | +30% | 7.0k | 138.15 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $963k | 2.1k | 468.47 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $959k | -3% | 11k | 84.60 |
|
| Paypal Holdings (PYPL) | 0.1 | $912k | -4% | 14k | 67.06 |
|
| Zscaler Incorporated (ZS) | 0.1 | $906k | 3.0k | 299.66 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $904k | 58k | 15.70 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $899k | 1.4k | 666.08 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $884k | 3.0k | 297.91 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $883k | +2% | 2.5k | 352.75 |
|
| Cummins (CMI) | 0.1 | $846k | +11% | 2.0k | 422.44 |
|
| Stryker Corporation (SYK) | 0.1 | $839k | 2.3k | 369.70 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $792k | 11k | 72.77 |
|
|
| Fastenal Company (FAST) | 0.1 | $788k | 16k | 49.04 |
|
|
| Nike CL B (NKE) | 0.1 | $782k | -12% | 11k | 69.73 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $773k | +3% | 18k | 43.16 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $770k | 8.8k | 87.31 |
|
|
| Boeing Company (BA) | 0.1 | $765k | +219% | 3.5k | 215.83 |
|
| General Mills (GIS) | 0.1 | $739k | 15k | 50.42 |
|
|
| Key (KEY) | 0.1 | $729k | 39k | 18.69 |
|
|
| Diamondback Energy (FANG) | 0.1 | $719k | +63% | 5.0k | 143.10 |
|
| SYSCO Corporation (SYY) | 0.1 | $706k | 8.6k | 82.34 |
|
|
| Atmos Energy Corporation (ATO) | 0.1 | $706k | +3% | 4.1k | 170.74 |
|
| Consolidated Edison (ED) | 0.1 | $695k | -4% | 6.9k | 100.52 |
|
| AFLAC Incorporated (AFL) | 0.1 | $684k | 6.1k | 111.70 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $670k | 3.1k | 215.76 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $647k | +14% | 14k | 47.25 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $627k | +31% | 20k | 31.96 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $624k | NEW | 11k | 55.49 |
|
| Medtronic SHS (MDT) | 0.1 | $620k | -2% | 6.5k | 95.24 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $597k | 6.0k | 99.96 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $591k | +35% | 5.3k | 111.84 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $578k | 4.7k | 124.34 |
|
|
| Lowe's Companies (LOW) | 0.1 | $575k | -2% | 2.3k | 251.36 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $563k | 15k | 36.81 |
|
|
| Dollar General (DG) | 0.1 | $546k | +8% | 5.3k | 103.36 |
|
| Public Storage (PSA) | 0.1 | $538k | +83% | 1.9k | 288.85 |
|
| Block Cl A (XYZ) | 0.1 | $537k | -4% | 7.4k | 72.27 |
|
| Bank Ozk (OZK) | 0.1 | $537k | 11k | 50.98 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $531k | +36% | 11k | 49.04 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $527k | 8.4k | 62.91 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $526k | 5.4k | 96.55 |
|
|
| Prologis (PLD) | 0.1 | $525k | +86% | 4.6k | 114.52 |
|
| Host Hotels & Resorts (HST) | 0.1 | $504k | 30k | 17.02 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $495k | +8% | 7.6k | 65.26 |
|
| International Business Machines (IBM) | 0.1 | $494k | 1.8k | 282.17 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $494k | 806.00 | 612.43 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $484k | 2.6k | 187.18 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $463k | 3.6k | 130.25 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $444k | 17k | 25.71 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $443k | +13% | 11k | 39.19 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $439k | 3.1k | 142.11 |
|
|
| Uber Technologies (UBER) | 0.1 | $438k | 4.5k | 97.97 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $416k | +3% | 1.4k | 297.55 |
|
| Illinois Tool Works (ITW) | 0.1 | $414k | 1.6k | 260.71 |
|
|
| Dupont De Nemours (DD) | 0.1 | $409k | 5.2k | 77.90 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $403k | -15% | 4.2k | 95.43 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $397k | NEW | 1.9k | 214.59 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $390k | -30% | 12k | 31.91 |
|
| International Paper Company (IP) | 0.0 | $383k | 8.3k | 46.40 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $380k | 509.00 | 746.96 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $371k | -3% | 1.8k | 203.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $351k | -3% | 5.3k | 65.92 |
|
| United Bankshares (UBSI) | 0.0 | $348k | 9.3k | 37.21 |
|
|
| Auburn National Bancorporation (AUBN) | 0.0 | $345k | 13k | 27.11 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $340k | -28% | 9.1k | 37.40 |
|
| Kraft Heinz (KHC) | 0.0 | $333k | -10% | 13k | 26.04 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $330k | NEW | 8.4k | 39.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $319k | 666.00 | 479.31 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $303k | 1.1k | 281.16 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $294k | NEW | 3.7k | 79.94 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $294k | 2.0k | 148.61 |
|
|
| Lennox International (LII) | 0.0 | $292k | 552.00 | 529.51 |
|
|
| Macy's (M) | 0.0 | $277k | 15k | 17.93 |
|
|
| Southside Bancshares (SBSI) | 0.0 | $266k | 9.4k | 28.25 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $253k | 2.4k | 106.61 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $250k | -3% | 9.0k | 27.90 |
|
| Shell Spon Ads (SHEL) | 0.0 | $246k | 3.4k | 71.54 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $245k | NEW | 877.00 | 279.29 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $244k | NEW | 8.9k | 27.30 |
|
| Bk Nova Cad (BNS) | 0.0 | $243k | 3.8k | 64.65 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $240k | NEW | 494.00 | 485.22 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $238k | NEW | 1.3k | 183.80 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $237k | NEW | 4.2k | 56.72 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $237k | 825.00 | 287.06 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $236k | 973.00 | 242.06 |
|
|
| Entergy Corporation (ETR) | 0.0 | $235k | NEW | 2.5k | 93.20 |
|
| Phillips 66 (PSX) | 0.0 | $232k | NEW | 1.7k | 136.05 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $230k | NEW | 7.5k | 30.80 |
|
| PNC Financial Services (PNC) | 0.0 | $230k | 1.1k | 200.85 |
|
|
| 3M Company (MMM) | 0.0 | $229k | -26% | 1.5k | 155.16 |
|
| Synovus Finl Corp Com New (SNV) | 0.0 | $222k | 4.5k | 49.08 |
|
|
| Rh (RH) | 0.0 | $217k | -9% | 1.1k | 203.16 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $216k | NEW | 958.00 | 225.55 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $215k | -3% | 1.7k | 126.78 |
|
| Arbor Realty Trust (ABR) | 0.0 | $185k | +7% | 15k | 12.21 |
|
| Borr Drilling SHS (BORR) | 0.0 | $31k | NEW | 12k | 2.69 |
|
Past Filings by Jamison Private Wealth Management
SEC 13F filings are viewable for Jamison Private Wealth Management going back to 2023
- Jamison Private Wealth Management 2025 Q3 filed Oct. 14, 2025
- Jamison Private Wealth Management 2025 Q2 filed July 22, 2025
- Jamison Private Wealth Management 2025 Q1 filed April 22, 2025
- Jamison Private Wealth Management 2024 Q4 filed Jan. 21, 2025
- Jamison Private Wealth Management 2024 Q3 filed Oct. 15, 2024
- Jamison Private Wealth Management 2024 Q2 filed July 11, 2024
- Jamison Private Wealth Management 2024 Q1 filed April 26, 2024
- Jamison Private Wealth Management 2023 Q4 filed Jan. 17, 2024
- Jamison Private Wealth Management 2023 Q3 filed Jan. 5, 2024