JPL Wealth Management
ARKW icon

JPL Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

JPL Wealth Management’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45K Hold
10
– – ﹤0.01% 1189
2026
Q1 		$1.21K Buy
+10
New +$1.33K ﹤0.01% 1142
2025
Q4 		– Sell
-10
Closed -$1.75K – 181
2025
Q3 		$1.75K Buy
+10
New +$1.59K ﹤0.01% 888

Other funds holding ARKW

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Horizon Investments
Horizon Investments Charlotte, North Carolina $9.15B AUM 34.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

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

JPL Wealth Management held its ARK Next Generation Technology ETF (ARKW) position steady in Q2 2026 at 10 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

JPL Wealth Management first reported a position in ARKW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.75K in Q3 2025. 229 funds tracked by Wall St. Rank hold ARKW as of Q2 2026.

  • JPL Wealth Management held 10 shares of ARK Next Generation Technology ETF worth $1.45K as of Q2 2026.
  • JPL Wealth Management left its ARK Next Generation Technology ETF share count unchanged in Q2 2026.
  • ARK Next Generation Technology ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • JPL Wealth Management first reported a position in ARK Next Generation Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's ARK Next Generation Technology ETF position peaked at $1.75K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2026.

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