Number of Shares
22,670
Previous 20,071 12.95%
Holding current value
$3.82 Billion
Previous $3.13 Billion 22.19%
% of portfolio
1.87%
Previous 1.73%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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.