Jpl Wealth Management, LLC Purchases in Q3 2025

Jpl Wealth Management, LLC

  • $421 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
2.32K
New
N/A
2.32K $150M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
6.5K
New
$22.63 - $23.3 $147K - $152K
6.5K $150M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.69K
New
$19.49 - $19.61 $150K - $151K
7.69K $150M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
6.61K
+ 17.05%
N/A
45.4K $948M
ACWI
Ishares Msci Acwi ETF

ETFs
1.06K
New
$128.32 - $138.41 $136K - $147K
1.06K $147M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.88K
+ 12.9%
$20.41 - $20.67 $140K - $142K
60.2K $1.24B
COP
Conocophillips

Energy
1.53K
New
$91.0 - $98.99 $139K - $151K
1.53K $145M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.49K
New
$24.46 - $26.5 $134K - $145K
5.49K $145M
NOW
Service Now, Inc.

Technology
149
New
$850.86 - $1044.69 $127K - $156K
149 $137M
Ge Vernova Inc
223
New
N/A
223 $137M
MCD
Mcdonalds Corp

Consumer Cyclical
448
New
$291.67 - $316.99 $131K - $142K
448 $136M
VV
Vanguard Large Cap ETF

ETFs
440
New
$285.05 - $309.14 $125K - $136K
440 $135M
DUK
Duke Energy Corp

Utilities
1.09K
New
$116.31 - $125.93 $127K - $138K
1.09K $135M
JNJ
Johnson & Johnson

Healthcare
716
New
$155.17 - $185.42 $111K - $133K
716 $133M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
2.57K
+ 4.07%
$61.99 - $65.47 $159K - $168K
65.6K $4.23B
WMB
Williams Companies, Inc.

Energy
2.04K
New
$56.52 - $64.01 $115K - $131K
2.04K $129M
FDN
First Tr Fd Dow Jones

ETFs
455
New
$264.06 - $287.34 $120K - $131K
455 $127M
CQP
Cheniere Energy Partners, L.P.

Energy
2.33K
New
$51.57 - $57.73 $120K - $135K
2.33K $126M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
500
New
$225.11 - $247.9 $113K - $124K
500 $124M
AFL
Aflac Inc

Financial Services
1.09K
New
$98.09 - $111.7 $107K - $122K
1.09K $122M
SO
Southern CO

Utilities
19
+ 0.05%
$90.83 - $96.0 $1.73K - $1.82K
40K $3.79B
CRM
Salesforce, Inc.

Technology
495
New
$231.66 - $273.65 $115K - $135K
495 $117M
RTX
Raytheon Technologies Corp

Industrials
701
New
$144.19 - $167.33 $101K - $117K
701 $117M
BSX
Boston Scientific Corp

Healthcare
1.19K
New
$97.03 - $108.14 $115K - $128K
1.19K $116M
AON
Aon PLC

Financial Services
323
New
$350.91 - $375.27 $113K - $121K
323 $115M
Bitwise Bitcoin ETF Tr
1.85K
New
N/A
1.85K $115M
UBER
Uber Technologies, Inc

Technology
1.13K
New
$86.91 - $99.57 $98.1K - $112K
1.13K $111M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
920
New
$108.46 - $120.63 $99.8K - $111K
920 $109M
Blackrock Inc
90
New
N/A
90 $106M
IVW
Ishares S&P 500 Growth ETF

ETFs
864
New
$108.97 - $121.65 $94.2K - $105K
864 $104M
MPC
Marathon Petroleum Corp

Energy
539
New
$158.59 - $198.69 $85.5K - $107K
539 $104M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
470
New
$167.19 - $219.52 $78.6K - $103K
470 $103M
APP
App Lovin Corp

Technology
143
New
$335.1 - $718.54 $47.9K - $103K
143 $103M
TMUS
T Mobile Us, Inc.

Communication Services
427
New
$226.02 - $259.01 $96.5K - $111K
427 $102M
CEG
Constellation Energy Corp

Utilities
309
New
$298.82 - $354.89 $92.3K - $110K
309 $102M
AJG
Arthur J. Gallagher & Co.

Financial Services
318
New
$284.17 - $319.49 $90.4K - $102K
318 $98.5M
V
Visa Inc.

Financial Services
341
+ 24.89%
$332.09 - $358.86 $113K - $122K
1.71K $584M
TRV
Travelers Companies, Inc.

Financial Services
347
New
$250.62 - $279.43 $87K - $97K
347 $96.9M
Linde PLC
204
New
N/A
204 $96.8M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.17K
New
$40.04 - $45.11 $86.8K - $97.8K
2.17K $96.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
17
New
$5364.25 - $5815.92 $91.2K - $98.9K
17 $93.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
811
New
$107.27 - $113.94 $87K - $92.4K
811 $92.1M
CVS
Cvs Health Corp

Healthcare
1.21K
New
$58.75 - $76.5 $71.3K - $92.9K
1.21K $91.5M
QCOM
Qualcomm Inc

Technology
549
New
$145.84 - $173.55 $80.1K - $95.3K
549 $91.3M
BAC
Bank Of America Corp

Financial Services
1.74K
New
$44.92 - $52.42 $78.3K - $91.3K
1.74K $89.9M
VZ
Verizon Communications Inc

Communication Services
2.03K
New
$40.84 - $45.06 $82.7K - $91.2K
2.03K $89M
ICE
Intercontinental Exchange, Inc.

Financial Services
524
New
$167.28 - $188.45 $87.7K - $98.7K
524 $88.3M
VEA
Vanguard Ftse Developed Market

ETFs
1.47K
New
$56.02 - $60.3 $82.2K - $88.5K
1.47K $87.9M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
4.23K
New
$20.18 - $20.7 $85.4K - $87.6K
4.23K $87M
Activity Summary
Buys All Purchases 1133 New Holdings 1080 Increased Positions 53 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Jpl Wealth Management, LLC Portfolio

Follow Jpl Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jpl Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email