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JPL Wealth Management’s Bank of America BAC Stock Holding History

JPL Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.8K Buy
+1,739
New +$89.7K 0.02% 173
2025
Q4 		– Sell
-1,742
Closed -$89.9K – 210
2025
Q3 		$89.9K Buy
+1,742
New +$85K 0.02% 180

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Bank of America (BAC) in Q1 2026: 1,739 shares worth $84.8K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BAC as recently as Q3 2025.

JPL Wealth Management first reported a position in BAC in Q3 2025 and has held it in 2 quarters since. The position peaked at $89.9K in Q3 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • JPL Wealth Management held 1,739 shares of Bank of America worth $84.8K as of Q1 2026.
  • Bank of America was a new JPL Wealth Management position in Q1 2026.
  • Bank of America made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #173 holding.
  • JPL Wealth Management first reported a position in Bank of America in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Bank of America position peaked at $89.9K in Q3 2025.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

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