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JPL Wealth Management’s Blackstone BX Stock Holding History

JPL Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.2K Buy
248
+33
+15% +$3.96K 0.01% 364
2026
Q1 		$24.7K Buy
+215
New +$28K 0.01% 354
2025
Q4 		– Sell
-285
Closed -$48.7K – 267
2025
Q3 		$48.7K Buy
+285
New +$48.8K 0.01% 254

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JPL Wealth Management increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $3.96K and bringing the position to 248 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #364.

JPL Wealth Management first reported a position in BX in Q3 2025 and has held it in 3 quarters since. The position peaked at $48.7K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • JPL Wealth Management held 248 shares of Blackstone worth $29.2K as of Q2 2026.
  • JPL Wealth Management bought 33 Blackstone shares in Q2 2026, an estimated $3.96K.
  • Blackstone made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #364 holding.
  • JPL Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Blackstone position peaked at $48.7K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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