JWM
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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
Q2 		$85.2K Buy
89
+6
+7% +$6.21K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 BLK Position: Q2 2026 in Review

JPL Wealth Management increased its Blackrock (BLK) stake by 7.2% in Q2 2026, buying an estimated $6.21K and bringing the position to 89 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #190.

JPL Wealth Management first reported a position in BLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $106K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • JPL Wealth Management held 89 shares of Blackrock worth $85.2K as of Q2 2026.
  • JPL Wealth Management bought 6 Blackrock shares in Q2 2026, an estimated $6.21K.
  • Blackrock made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #190 holding.
  • JPL Wealth Management first reported a position in Blackrock in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Blackrock position peaked at $106K in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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