JWM
FOUR icon

JPL Wealth Management’s Shift4 FOUR Stock Holding History

JPL Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.7K Hold
35
– – ﹤0.01% 1130
2026
Q1 		$1.53K Buy
+35
New +$1.93K ﹤0.01% 1060
2025
Q4 		– Sell
-40
Closed -$3.1K – 482
2025
Q3 		$3.1K Buy
+40
New +$3.72K ﹤0.01% 762

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JPL Wealth Management held its Shift4 (FOUR) position steady in Q2 2026 at 35 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

JPL Wealth Management first reported a position in FOUR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.1K in Q3 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • JPL Wealth Management held 35 shares of Shift4 worth $1.7K as of Q2 2026.
  • JPL Wealth Management left its Shift4 share count unchanged in Q2 2026.
  • Shift4 made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • JPL Wealth Management first reported a position in Shift4 in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Shift4 position peaked at $3.1K in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

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