JPL Wealth Management, LLC
JPL Wealth Management, LLC reported 1,876 positions worth $503.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPYM (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $23.8M | 4.73% | 271,169 | — | — | |
| ▸ 2 | UNH | SH | $16.2M | 3.22% | 39,056 | — | — | |
| ▸ 3 | DYNF | SH | $15.1M | 2.99% | 221,404 | — | — | |
| ▸ 4 | SCHO | SH | $14.9M | 2.96% | 617,375 | — | — | |
| ▸ 5 | AVGO | SH | $14.1M | 2.80% | 37,357 | — | — | |
| ▸ 6 | AAPL | SH | $14.0M | 2.79% | 48,524 | — | — | |
| ▸ 7 | GOOGL | SH | $13.1M | 2.61% | 36,753 | — | — | |
| ▸ 8 | CAOS | SH | $12.8M | 2.55% | 142,052 | — | — | |
| ▸ 9 | CAT | SH | $12.6M | 2.50% | 11,851 | — | — | |
| ▸ 10 | AAEQ | SH | $12.2M | 2.42% | 229,355 | — | — |
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Frequently Asked Questions
What stocks does JPL Wealth Management, LLC hold as of Q2 2026?
JPL Wealth Management, LLC reported 1876 positions worth $503.8M in its Q2 2026 13F filing. Largest positions: SPYM (4.7%), UNH (3.2%), DYNF (3.0%), SCHO (3.0%) and AVGO (2.8%).
What did JPL Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JPL Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.