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JPL Wealth Management’s Artisan Partners APAM Stock Holding History

JPL Wealth Management’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$518 Hold
15
– – ﹤0.01% 1396
2026
Q1 		$546 Buy
+15
New +$613 ﹤0.01% 1300
2025
Q4 		– Sell
-15
Closed -$651 – 170
2025
Q3 		$651 Buy
+15
New +$691 ﹤0.01% 1046

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

JPL Wealth Management held its Artisan Partners (APAM) position steady in Q2 2026 at 15 shares worth $518. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

JPL Wealth Management first reported a position in APAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $651 in Q3 2025. 382 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • JPL Wealth Management held 15 shares of Artisan Partners worth $518 as of Q2 2026.
  • JPL Wealth Management left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1396 holding.
  • JPL Wealth Management first reported a position in Artisan Partners in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Artisan Partners position peaked at $651 in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

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