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JPL Wealth Management’s Brookdale Senior Living BKD Stock Holding History

JPL Wealth Management’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7K Hold
1,225
– – ﹤0.01% 425
2026
Q1 		$16.8K Buy
+1,225
New +$17.2K ﹤0.01% 428
2025
Q4 		– Sell
-1,225
Closed -$10.4K – 236
2025
Q3 		$10.4K Buy
+1,225
New +$9.34K ﹤0.01% 536

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JPL Wealth Management's BKD Position: Q2 2026 in Review

JPL Wealth Management held its Brookdale Senior Living (BKD) position steady in Q2 2026 at 1,225 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

JPL Wealth Management first reported a position in BKD in Q3 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • JPL Wealth Management held 1,225 shares of Brookdale Senior Living worth $19.7K as of Q2 2026.
  • JPL Wealth Management left its Brookdale Senior Living share count unchanged in Q2 2026.
  • Brookdale Senior Living made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #425 holding.
  • JPL Wealth Management first reported a position in Brookdale Senior Living in Q3 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.