JPL Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18K Buy
+20
New +$1.33K ﹤0.01% 1154
2025
Q4
Sell
-20
Closed -$2K 451
2025
Q3
$2K Buy
+20
New +$2K ﹤0.01% 861

Other funds holding FBTC

JPL Wealth Management's FBTC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026: 20 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FBTC as recently as Q3 2025.

JPL Wealth Management first reported a position in FBTC in Q3 2025 and has held it in 2 quarters since. The position peaked at $2K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • JPL Wealth Management held 20 shares of Fidelity Wise Origin Bitcoin Fund worth $1.18K as of Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new JPL Wealth Management position in Q1 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1154 holding.
  • JPL Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.