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JPL Wealth Management’s Alcoa AA Stock Holding History

JPL Wealth Management’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.6K Hold
318
– – ﹤0.01% 470
2026
Q1 		$21.1K Buy
+318
New +$19.5K ﹤0.01% 387
2025
Q4 		– Sell
-258
Closed -$8.47K – 115
2025
Q3 		$8.47K Buy
+258
New +$8.02K ﹤0.01% 570

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JPL Wealth Management's AA Position: Q2 2026 in Review

JPL Wealth Management held its Alcoa (AA) position steady in Q2 2026 at 318 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

JPL Wealth Management first reported a position in AA in Q3 2025 and has held it in 3 quarters since. The position peaked at $21.1K in Q1 2026. 711 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • JPL Wealth Management held 318 shares of Alcoa worth $16.6K as of Q2 2026.
  • JPL Wealth Management left its Alcoa share count unchanged in Q2 2026.
  • Alcoa made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #470 holding.
  • JPL Wealth Management first reported a position in Alcoa in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Alcoa position peaked at $21.1K in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.