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JPL Wealth Management’s First Bancorp FBP Stock Holding History

JPL Wealth Management’s Portfolio FBP Stock Details FBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74K Hold
105
– – ﹤0.01% 972
2026
Q1 		$2.24K Buy
+105
New +$2.26K ﹤0.01% 942
2025
Q4 		– Sell
-105
Closed -$2.32K – 450
2025
Q3 		$2.32K Buy
+105
New +$2.27K ﹤0.01% 830

Other funds holding FBP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

JPL Wealth Management held its First Bancorp (FBP) position steady in Q2 2026 at 105 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

JPL Wealth Management first reported a position in FBP in Q3 2025 and has held it in 3 quarters since. 308 funds tracked by Wall St. Rank hold FBP as of Q2 2026.

  • JPL Wealth Management held 105 shares of First Bancorp worth $2.74K as of Q2 2026.
  • JPL Wealth Management left its First Bancorp share count unchanged in Q2 2026.
  • First Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #972 holding.
  • JPL Wealth Management first reported a position in First Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 308 funds tracked by Wall St. Rank held First Bancorp as of Q2 2026.

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