JWM
IT icon

JPL Wealth Management’s Gartner IT Stock Holding History

JPL Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.55K Buy
+54
New +$9.94K ﹤0.01% 567
2025
Q4 		– Sell
-30
Closed -$7.89K – 614
2025
Q3 		$7.89K Buy
+30
New +$8.75K ﹤0.01% 579

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Gartner (IT) in Q1 2026: 54 shares worth $8.55K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IT as recently as Q3 2025.

JPL Wealth Management first reported a position in IT in Q3 2025 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • JPL Wealth Management held 54 shares of Gartner worth $8.55K as of Q1 2026.
  • Gartner was a new JPL Wealth Management position in Q1 2026.
  • Gartner made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #567 holding.
  • JPL Wealth Management first reported a position in Gartner in Q3 2025 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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