JPL Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36K	Buy	+69	New	+$34.5K	0.01%	320
2025 Q4	–	Sell	-102	Closed	-$47.1K	–	378
2025 Q3	$47.1K	Buy	+102	New	+$46K	0.01%	257

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

JPL Wealth Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 69 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #320 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DIA as recently as Q3 2025.

JPL Wealth Management first reported a position in DIA in Q3 2025 and has held it in 2 quarters since. The position peaked at $47.1K in Q3 2025. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

JPL Wealth Management held 69 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $36K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new JPL Wealth Management position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #320 holding.
JPL Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2025 and has held it in 2 quarters since.
JPL Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $47.1K in Q3 2025.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

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