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JPL Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

JPL Wealth Management’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.47K Buy
40
+20
+100% +$1.71K ﹤0.01% 882
2026
Q1 		$1.57K Buy
+20
New +$1.58K ﹤0.01% 1048
2025
Q4 		– Sell
-29
Closed -$2.16K – 327
2025
Q3 		$2.16K Buy
+29
New +$2.22K ﹤0.01% 848

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

JPL Wealth Management increased its Canadian Pacific Kansas City (CP) stake by 100% in Q2 2026, buying an estimated $1.71K and bringing the position to 40 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

JPL Wealth Management first reported a position in CP in Q3 2025 and has held it in 3 quarters since. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • JPL Wealth Management held 40 shares of Canadian Pacific Kansas City worth $3.47K as of Q2 2026.
  • JPL Wealth Management bought 20 Canadian Pacific Kansas City shares in Q2 2026, an estimated $1.71K.
  • Canadian Pacific Kansas City made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #882 holding.
  • JPL Wealth Management first reported a position in Canadian Pacific Kansas City in Q3 2025 and has held it in 3 quarters since.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

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