JPL Wealth Management’s CBL Properties CBL Stock Holding History

JPL Wealth Management’s Portfolio CBL Stock Details CBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59K	Hold	30	–	–	﹤0.01%	1150
2026 Q1	$1.15K	Buy	+30	New	+$1.11K	﹤0.01%	1162

Other funds holding CBL

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

JPL Wealth Management held its CBL Properties (CBL) position steady in Q2 2026 at 30 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

JPL Wealth Management first reported a position in CBL in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

JPL Wealth Management held 30 shares of CBL Properties worth $1.59K as of Q2 2026.
JPL Wealth Management left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1150 holding.
JPL Wealth Management first reported a position in CBL Properties in Q1 2026 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

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