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JPL Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

JPL Wealth Management’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$135K Buy
+3,518
New +$152K 0.03% 139
2025
Q4 		– Sell
-2,315
Closed -$150K – 581
2025
Q3 		$150K Buy
+2,315
New +$151K 0.04% 140

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

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

JPL Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 3,518 shares worth $135K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IBIT as recently as Q3 2025.

JPL Wealth Management first reported a position in IBIT in Q3 2025 and has held it in 2 quarters since. The position peaked at $150K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • JPL Wealth Management held 3,518 shares of iShares Bitcoin Trust worth $135K as of Q1 2026.
  • iShares Bitcoin Trust was a new JPL Wealth Management position in Q1 2026.
  • iShares Bitcoin Trust made up 0.03% of JPL Wealth Management's portfolio in Q1 2026, its #139 holding.
  • JPL Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares Bitcoin Trust position peaked at $150K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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