Position in MU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,278,568
+$1,697,484 QoQ
Shares Held
1,974
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,997
of 3,878 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JGP Wealth Management, LLC holds $55,639,108 across 10 Semiconductors names. MU ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
75,458 | $29,969,653 | |
| 2 | NVDA |
Nvidia Corp
|
55,896 | $11,184,230 | |
| 3 | INTC |
Intel Corp
|
27,167 | $3,793,328 | |
| 4 | TXN |
Texas Instruments Inc
|
10,537 | $3,140,763 | |
| 5 | MU |
Micron Technology Inc
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|
1,974 | $2,278,568 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,077 | $1,947,052 | |
| 7 | AVGO |
Broadcom Inc.
|
3,849 | $1,453,959 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1,267 | $736,012 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,568 | 1,974 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $581,084 | 1,720 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $353,337 | 1,238 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||