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JPL Wealth Management’s BHP BHP Stock Holding History

JPL Wealth Management’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Buy
+208
New +$14.7K ﹤0.01% 444
2025
Q4 		– Sell
-132
Closed -$7.36K – 230
2025
Q3 		$7.36K Buy
+132
New +$7.02K ﹤0.01% 588

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JPL Wealth Management opened a new position in BHP (BHP) in Q1 2026: 208 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BHP as recently as Q3 2025.

JPL Wealth Management first reported a position in BHP in Q3 2025 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold BHP as of Q1 2026.

  • JPL Wealth Management held 208 shares of BHP worth $15.1K as of Q1 2026.
  • BHP was a new JPL Wealth Management position in Q1 2026.
  • BHP made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #444 holding.
  • JPL Wealth Management first reported a position in BHP in Q3 2025 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held BHP as of Q1 2026.

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