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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
Q2 		$83.5K Buy
416
+31
+8% +$5.93K 0.02% 195
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

JPL Wealth Management increased its Capital One (COF) stake by 8.1% in Q2 2026, buying an estimated $5.93K and bringing the position to 416 shares worth $83.5K. The position accounts for 0.02% of the portfolio, ranked #195.

JPL Wealth Management first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $84.4K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • JPL Wealth Management held 416 shares of Capital One worth $83.5K as of Q2 2026.
  • JPL Wealth Management bought 31 Capital One shares in Q2 2026, an estimated $5.93K.
  • Capital One made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #195 holding.
  • JPL Wealth Management first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Capital One position peaked at $84.4K in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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