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JPL Wealth Management’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

JPL Wealth Management’s Portfolio FELV Stock Details FELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$965 Buy
+28
New +$1K ﹤0.01% 1236
2025
Q4 		– Sell
-28
Closed -$927 – 460
2025
Q3 		$927 Buy
+28
New +$912 ﹤0.01% 1001

Other funds holding FELV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $202M AUM 26.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Fidelity Enhanced Large Cap Value ETF (FELV) in Q1 2026: 28 shares worth $965. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FELV as recently as Q3 2025.

JPL Wealth Management first reported a position in FELV in Q3 2025 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold FELV as of Q1 2026.

  • JPL Wealth Management held 28 shares of Fidelity Enhanced Large Cap Value ETF worth $965 as of Q1 2026.
  • Fidelity Enhanced Large Cap Value ETF was a new JPL Wealth Management position in Q1 2026.
  • Fidelity Enhanced Large Cap Value ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1236 holding.
  • JPL Wealth Management first reported a position in Fidelity Enhanced Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Value ETF as of Q1 2026.

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