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JPL Wealth Management’s Brookfield BN Stock Holding History

JPL Wealth Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.59K Buy
+138
New +$6.12K ﹤0.01% 665
2025
Q4 		– Sell
-155
Closed -$7.07K – 247
2025
Q3 		$7.07K Buy
+155
New +$6.87K ﹤0.01% 596

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Brookfield (BN) in Q1 2026: 138 shares worth $5.59K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BN as recently as Q3 2025.

JPL Wealth Management first reported a position in BN in Q3 2025 and has held it in 2 quarters since. The position peaked at $7.07K in Q3 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • JPL Wealth Management held 138 shares of Brookfield worth $5.59K as of Q1 2026.
  • Brookfield was a new JPL Wealth Management position in Q1 2026.
  • Brookfield made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #665 holding.
  • JPL Wealth Management first reported a position in Brookfield in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Brookfield position peaked at $7.07K in Q3 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

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