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TCW Strategic Income Fund shares owned by JP Wealth Management

Quarter-by-quarter ownership of TCW Strategic Income Fund (TSI) shares owned by JP Wealth Management from 13F filings

Historical chart of JP Wealth Management investment in TCW Strategic Income Fund

Tip: Access up to 7 years of quarterly data

All positions including TCW Strategic Income Fund held by JP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TCW Strategic Income Fund by JP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 3.0M 4.92
2025-06-30 $16M 3.2M 4.88
2025-03-31 $15M 3.0M 4.86
2024-12-31 $14M 2.8M 4.81

More positions owned by JP Wealth Management

DFA U S Core Equity 2 Us Core Equity 2 (DFAC)
Nasdaq 100 Nasdaq 100 Etf (QQQM)
Boulder Growth & Income Fund (STEW)
Nasdaq 100 SHS (QQEW)
TCW Strategic Income Fund (TSI)
Nasdaq 100 Unit Ser 1 (QQQ)
Sprott Physical Gold Etv Unit (PHYS)
VanEck Digital Transformation Digi Transfrm (DAPP)
Russell 1000 Growth i-share Rus 1000 Grw Etf (IWF)
Russell 1000 Value i-share Rus 1000 Val Etf (IWD)
National Municipal Bond Natl Mun Bd Etf (DFNM)
Vguard Value index Value Etf (VTV)
Russell Midcap Value i-share Rus Mdcp Val Etf (IWS)
Vguard Total World Tt Wrld St Etf (VT)
S&P 500 SPDR Tr Unit (SPY)

View all positions for JP Wealth Management

Top funds holding TCW Strategic Income Fund

Sit Investment Associates
JP Wealth Management
1607 Capital Partners
Kovitz Investment Group Partners
Morgan Stanley
Raymond James Financial
Northside Capital Management
Ameriprise Financial
May Louie
Wells Fargo & Company
Riverbrige Partners
Whipplewood Advisors
UBS Group
Seven Mile Advisory
Advisor Group Holdings

View all funds holding TCW Strategic Income Fund