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JPL Wealth Management’s Five Below FIVE Stock Holding History

JPL Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.09K Buy
45
+6
+15% +$1.29K ﹤0.01% 644
2026
Q1 		$8.91K Buy
+39
New +$8.16K ﹤0.01% 557

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JPL Wealth Management increased its Five Below (FIVE) stake by 15% in Q2 2026, buying an estimated $1.29K and bringing the position to 45 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

JPL Wealth Management first reported a position in FIVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.91K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • JPL Wealth Management held 45 shares of Five Below worth $8.09K as of Q2 2026.
  • JPL Wealth Management bought 6 Five Below shares in Q2 2026, an estimated $1.29K.
  • Five Below made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #644 holding.
  • JPL Wealth Management first reported a position in Five Below in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Five Below position peaked at $8.91K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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