JWM
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JPL Wealth Management’s DoubleVerify DV Stock Holding History

JPL Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.01K Hold
370
– – ﹤0.01% 836
2026
Q1 		$3.52K Buy
+370
New +$3.78K ﹤0.01% 785

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

JPL Wealth Management held its DoubleVerify (DV) position steady in Q2 2026 at 370 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

JPL Wealth Management first reported a position in DV in Q1 2026 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • JPL Wealth Management held 370 shares of DoubleVerify worth $4.01K as of Q2 2026.
  • JPL Wealth Management left its DoubleVerify share count unchanged in Q2 2026.
  • DoubleVerify made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #836 holding.
  • JPL Wealth Management first reported a position in DoubleVerify in Q1 2026 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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