JWM
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JPL Wealth Management’s Liberty Energy LBRT Stock Holding History

JPL Wealth Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1K Hold
500
– – ﹤0.01% 536
2026
Q1 		$14.4K Buy
+500
New +$12.7K ﹤0.01% 460
2025
Q4 		– Sell
-500
Closed -$6.17K – 663
2025
Q3 		$6.17K Buy
+500
New +$5.78K ﹤0.01% 628

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

JPL Wealth Management held its Liberty Energy (LBRT) position steady in Q2 2026 at 500 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

JPL Wealth Management first reported a position in LBRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.4K in Q1 2026. 405 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

  • JPL Wealth Management held 500 shares of Liberty Energy worth $13.1K as of Q2 2026.
  • JPL Wealth Management left its Liberty Energy share count unchanged in Q2 2026.
  • Liberty Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #536 holding.
  • JPL Wealth Management first reported a position in Liberty Energy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Liberty Energy position peaked at $14.4K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

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