JPL Wealth Management’s ORIX IX Stock Holding History

JPL Wealth Management’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04K	Hold	80	–	–	﹤0.01%	934
2026 Q1	$2.4K	Buy	+80	New	+$2.54K	﹤0.01%	919

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

JPL Wealth Management held its ORIX (IX) position steady in Q2 2026 at 80 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

JPL Wealth Management first reported a position in IX in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold IX as of Q2 2026.

JPL Wealth Management held 80 shares of ORIX worth $3.04K as of Q2 2026.
JPL Wealth Management left its ORIX share count unchanged in Q2 2026.
ORIX made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #934 holding.
JPL Wealth Management first reported a position in ORIX in Q1 2026 and has held it in 2 quarters since.
320 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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