JP Wealth Management, Inc.
Position in TSI — Tcw Strategic Income Fund Inc
CIK 1967622
MT. PLEASANT, SC
Position in TSI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$20,265,626
+$147,180 QoQ
Shares Held
4,493,487
+0.3% QoQ
Ownership
7.05%
of shares outstanding
% of Portfolio
28.75%
of 13F equity value
Holder Rank
#2
of 70 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JP Wealth Management, Inc. holds $57,445,777 across 3 Asset Management names. TSI ranks #2 (35.3% of the industry book) .
All Filings in TSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,265,626 | 4,493,487 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $20,118,446 | 4,480,723 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $15,993,121 | 3,237,474 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,789,633 | 3,006,023 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $15,679,552 | 3,213,023 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $14,787,692 | 3,042,735 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $13,638,442 | 2,835,435 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||