JPL Wealth Management, LLC

SEC CIK: 0002010710
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by JPL Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q2 2026): 586
Value: $198.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of AXP by JPL Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	586	$198.2K	<0.1%	+92+18.6%	Added	Holders
Q1 2026	494	$149.4K	<0.1%	+494	New	Holders
Q4 2025	0	$0	0.0%	−619−100.0%	Sold out	Holders
Q3 2025	619	$205.7K	<0.1%	+619	New	Holders