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JPL Wealth Management, LLC

SEC CIK
0002010710
Latest filing
Aug 13, 2026

NTRS holding history

Northern Trust Corp 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.

NTRS overviewAll 13F holders of NTRSFull Q2 2026 holdings

Shares (Q2 2026)
330
Value
$57.4K
% of portfolio
<0.1%
Quarters held
3
Since Q3 2025
Holdings of NTRS by JPL Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026330$57.4K<0.1%+12+3.8%AddedHolders
Q1 2026318$44.4K<0.1%+318NewHolders
Q4 20250$00.0%−560−100.0%Sold outHolders
Q3 2025560$75.4K<0.1%+560NewHolders