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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Blackrock (BLK) in Q1 2026: 83 shares worth $80.3K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BLK as recently as Q3 2025.

JPL Wealth Management first reported a position in BLK in Q3 2025 and has held it in 2 quarters since. The position peaked at $106K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • JPL Wealth Management held 83 shares of Blackrock worth $80.3K as of Q1 2026.
  • Blackrock was a new JPL Wealth Management position in Q1 2026.
  • Blackrock made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #180 holding.
  • JPL Wealth Management first reported a position in Blackrock in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Blackrock position peaked at $106K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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