JWM
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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
Q2 		$4.41K Sell
34
-20
-37% -$3.01K ﹤0.01% 807
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JPL Wealth Management reduced its Gartner (IT) stake by 37% in Q2 2026, selling an estimated $3.01K and leaving 34 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

JPL Wealth Management first reported a position in IT in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.55K in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • JPL Wealth Management held 34 shares of Gartner worth $4.41K as of Q2 2026.
  • JPL Wealth Management sold 20 Gartner shares in Q2 2026, an estimated $3.01K.
  • Gartner made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #807 holding.
  • JPL Wealth Management first reported a position in Gartner in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Gartner position peaked at $8.55K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

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