JWM
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JPL Wealth Management’s Bitwise Bitcoin ETF BITB Stock Holding History

JPL Wealth Management’s Portfolio BITB Stock Details BITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68K Buy
+1,846
New +$76.6K 0.02% 197
2025
Q4 		– Sell
-1,846
Closed -$115K – 233
2025
Q3 		$115K Buy
+1,846
New +$115K 0.03% 162

Other funds holding BITB

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $260M AUM 4.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Bitwise Bitcoin ETF (BITB) in Q1 2026: 1,846 shares worth $68K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BITB as recently as Q3 2025.

JPL Wealth Management first reported a position in BITB in Q3 2025 and has held it in 2 quarters since. The position peaked at $115K in Q3 2025. 298 funds tracked by Wall St. Rank hold BITB as of Q1 2026.

  • JPL Wealth Management held 1,846 shares of Bitwise Bitcoin ETF worth $68K as of Q1 2026.
  • Bitwise Bitcoin ETF was a new JPL Wealth Management position in Q1 2026.
  • Bitwise Bitcoin ETF made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #197 holding.
  • JPL Wealth Management first reported a position in Bitwise Bitcoin ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Bitwise Bitcoin ETF position peaked at $115K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Bitwise Bitcoin ETF as of Q1 2026.

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