JWM
ATI icon

JPL Wealth Management’s ATI ATI Stock Holding History

JPL Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.72K Hold
29
– – ﹤0.01% 731
2026
Q1 		$4.22K Buy
+29
New +$4.04K ﹤0.01% 737
2025
Q4 		– Sell
-19
Closed -$1.55K – 187
2025
Q3 		$1.55K Buy
+19
New +$1.54K ﹤0.01% 919

Other funds holding ATI

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 ATI Position: Q2 2026 in Review

JPL Wealth Management held its ATI (ATI) position steady in Q2 2026 at 29 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

JPL Wealth Management first reported a position in ATI in Q3 2025 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • JPL Wealth Management held 29 shares of ATI worth $5.72K as of Q2 2026.
  • JPL Wealth Management left its ATI share count unchanged in Q2 2026.
  • ATI made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #731 holding.
  • JPL Wealth Management first reported a position in ATI in Q3 2025 and has held it in 3 quarters since.
  • 793 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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