Jpl Wealth Management, LLC THOMSON REUTERS CORP Transaction History

Jpl Wealth Management, LLC

  • $371 Billion
  • Q2 2025
Number of Shares
29,920
Previous 30,465 1.79%
Holding current value
$6.02 Billion
Previous $5.26 Billion 14.33%
% of portfolio
1.62%
Previous 1.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-545 Reduced 1.79%
29,920 $6.02 Billion
Q1 2025

May 13, 2025
BUY
N/A
4,004 Added 15.13%
30,465 $5.26 Billion
Q1 2025

May 06, 2025
SELL
N/A
-2,981 Reduced 10.12%
26,461 $4.12 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
6,772 Added 29.87%
29,442 $4.72 Billion
Q2 2024

Jul 31, 2024
BUY
N/A
2,599 Added 12.95%
22,670 $3.82 Billion
Q1 2024

May 10, 2024
BUY
N/A
2,264 Added 12.71%
20,071 $3.13 Billion
Q4 2023

Feb 09, 2024
BUY
N/A
17,807 New
17,807 $2.6 Billion
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