JPL Wealth Management
BLK icon

JPL Wealth Management’s Blackrock BLK Stock Holding History

JPL Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.2K Sell
55
-34
-38% -$37.1K 0.01% 194
2026
Q2 		$85.2K Buy
89
+6
+7% +$6.2K 0.02% 190
2026
Q1 		$80.3K Buy
+83
New +$87.3K 0.02% 180
2025
Q4 		– Sell
-90
Closed -$106K – 244
2025
Q3 		$106K Buy
+90
New +$101K 0.03% 165

Other funds holding BLK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JPL Wealth Management's BLK Position: Q3 2026 in Review

JPL Wealth Management reduced its Blackrock (BLK) stake by 38% in Q3 2026, selling an estimated $37.1K and leaving 55 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #194.

JPL Wealth Management first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $106K in Q3 2025. 2,133 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • JPL Wealth Management held 55 shares of Blackrock worth $58.2K as of Q3 2026.
  • JPL Wealth Management sold 34 Blackrock shares in Q3 2026, an estimated $37.1K.
  • Blackrock made up 0.01% of JPL Wealth Management's portfolio in Q3 2026, its #194 holding.
  • JPL Wealth Management first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's Blackrock position peaked at $106K in Q3 2025.
  • 2,133 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.