JWM
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JPL Wealth Management’s Boeing BA Stock Holding History

JPL Wealth Management’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.1K Buy
+297
New +$67.6K 0.01% 214
2025
Q4 		– Sell
-307
Closed -$66.3K – 208
2025
Q3 		$66.3K Buy
+307
New +$69.2K 0.02% 216

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JPL Wealth Management's BA Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Boeing (BA) in Q1 2026: 297 shares worth $59.1K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BA as recently as Q3 2025.

JPL Wealth Management first reported a position in BA in Q3 2025 and has held it in 2 quarters since. The position peaked at $66.3K in Q3 2025. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • JPL Wealth Management held 297 shares of Boeing worth $59.1K as of Q1 2026.
  • Boeing was a new JPL Wealth Management position in Q1 2026.
  • Boeing made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #214 holding.
  • JPL Wealth Management first reported a position in Boeing in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Boeing position peaked at $66.3K in Q3 2025.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.