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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Blackstone (BX) in Q1 2026: 215 shares worth $24.7K. The stake represents 0.01% of the portfolio and ranks #354 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in BX as recently as Q3 2025.

JPL Wealth Management first reported a position in BX in Q3 2025 and has held it in 2 quarters since. The position peaked at $48.7K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • JPL Wealth Management held 215 shares of Blackstone worth $24.7K as of Q1 2026.
  • Blackstone was a new JPL Wealth Management position in Q1 2026.
  • Blackstone made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #354 holding.
  • JPL Wealth Management first reported a position in Blackstone in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Blackstone position peaked at $48.7K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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