JWM
AEIS icon

JPL Wealth Management’s Advanced Energy AEIS Stock Holding History

JPL Wealth Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61K Buy
7
+2
+40% +$699 ﹤0.01% 987
2026
Q1 		$1.61K Buy
+5
New +$1.45K ﹤0.01% 1042
2025
Q4 		– Sell
-5
Closed -$851 – 136
2025
Q3 		$851 Buy
+5
New +$753 ﹤0.01% 1014

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JPL Wealth Management increased its Advanced Energy (AEIS) stake by 40% in Q2 2026, buying an estimated $699 and bringing the position to 7 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

JPL Wealth Management first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • JPL Wealth Management held 7 shares of Advanced Energy worth $2.61K as of Q2 2026.
  • JPL Wealth Management bought 2 Advanced Energy shares in Q2 2026, an estimated $699.
  • Advanced Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #987 holding.
  • JPL Wealth Management first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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