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JPL Wealth Management’s Capital One COF Stock Holding History

JPL Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.2K Buy
+385
New +$80.5K 0.02% 194
2025
Q4 		– Sell
-397
Closed -$84.4K – 321
2025
Q3 		$84.4K Buy
+397
New +$86.9K 0.02% 188

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Capital One (COF) in Q1 2026: 385 shares worth $70.2K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in COF as recently as Q3 2025.

JPL Wealth Management first reported a position in COF in Q3 2025 and has held it in 2 quarters since. The position peaked at $84.4K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • JPL Wealth Management held 385 shares of Capital One worth $70.2K as of Q1 2026.
  • Capital One was a new JPL Wealth Management position in Q1 2026.
  • Capital One made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #194 holding.
  • JPL Wealth Management first reported a position in Capital One in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Capital One position peaked at $84.4K in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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