JWM
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JPL Wealth Management’s BP BP Stock Holding History

JPL Wealth Management’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36K Hold
91
– – ﹤0.01% 892
2026
Q1 		$4.28K Buy
+91
New +$3.56K ﹤0.01% 733
2025
Q4 		– Sell
-149
Closed -$5.14K – 252
2025
Q3 		$5.14K Buy
+149
New +$4.99K ﹤0.01% 659

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JPL Wealth Management's BP Position: Q2 2026 in Review

JPL Wealth Management held its BP (BP) position steady in Q2 2026 at 91 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

JPL Wealth Management first reported a position in BP in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.14K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • JPL Wealth Management held 91 shares of BP worth $3.36K as of Q2 2026.
  • JPL Wealth Management left its BP share count unchanged in Q2 2026.
  • BP made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #892 holding.
  • JPL Wealth Management first reported a position in BP in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's BP position peaked at $5.14K in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held BP as of Q2 2026.

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