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JPL Wealth Management, LLC

SEC CIK
0002010710
Latest filing
Aug 13, 2026

MSTR holding history

Strategy Inc 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.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
104
Value
$9.04K
% of portfolio
<0.1%
Quarters held
3
Since Q3 2025
Holdings of MSTR by JPL Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026104$9.04K<0.1%+5+5.1%AddedHolders
Q1 202699$12.4K<0.1%+99NewHolders
Q4 20250$00.0%−9,395−100.0%Sold outHolders
Q3 20259,395$3.03M0.7%+9,395NewHolders