JPL Wealth Management’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.45K	Hold	15	–	–	﹤0.01%	883
2026 Q1	$3.25K	Buy	+15	New	+$3.5K	﹤0.01%	810

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

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

JPL Wealth Management held its Factset (FDS) position steady in Q2 2026 at 15 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

JPL Wealth Management first reported a position in FDS in Q1 2026 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

JPL Wealth Management held 15 shares of Factset worth $3.45K as of Q2 2026.
JPL Wealth Management left its Factset share count unchanged in Q2 2026.
Factset made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #883 holding.
JPL Wealth Management first reported a position in Factset in Q1 2026 and has held it in 2 quarters since.
766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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