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JPL Wealth Management’s Brighthouse Financial BHF Stock Holding History

JPL Wealth Management’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56K Buy
+26
New +$1.62K ﹤0.01% 1054
2025
Q4 		– Sell
-26
Closed -$1.38K – 229
2025
Q3 		$1.38K Buy
+26
New +$1.27K ﹤0.01% 948

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Brighthouse Financial (BHF) in Q1 2026: 26 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BHF as recently as Q3 2025.

JPL Wealth Management first reported a position in BHF in Q3 2025 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • JPL Wealth Management held 26 shares of Brighthouse Financial worth $1.56K as of Q1 2026.
  • Brighthouse Financial was a new JPL Wealth Management position in Q1 2026.
  • Brighthouse Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1054 holding.
  • JPL Wealth Management first reported a position in Brighthouse Financial in Q3 2025 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

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