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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
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

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DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Brookdale Senior Living (BKD) in Q1 2026: 1,225 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BKD as recently as Q3 2025.

JPL Wealth Management first reported a position in BKD in Q3 2025 and has held it in 2 quarters since. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • JPL Wealth Management held 1,225 shares of Brookdale Senior Living worth $16.8K as of Q1 2026.
  • Brookdale Senior Living was a new JPL Wealth Management position in Q1 2026.
  • Brookdale Senior Living made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #428 holding.
  • JPL Wealth Management first reported a position in Brookdale Senior Living in Q3 2025 and has held it in 2 quarters since.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

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