JWM
MDB icon

JPL Wealth Management’s MongoDB MDB Stock Holding History

JPL Wealth Management’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.81K Buy
+36
New +$12K ﹤0.01% 560
2025
Q4 		– Sell
-29
Closed -$9K – 706
2025
Q3 		$9K Buy
+29
New +$7.46K ﹤0.01% 561

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

JPL Wealth Management opened a new position in MongoDB (MDB) in Q1 2026: 36 shares worth $8.81K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MDB as recently as Q3 2025.

JPL Wealth Management first reported a position in MDB in Q3 2025 and has held it in 2 quarters since. The position peaked at $9K in Q3 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • JPL Wealth Management held 36 shares of MongoDB worth $8.81K as of Q1 2026.
  • MongoDB was a new JPL Wealth Management position in Q1 2026.
  • MongoDB made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #560 holding.
  • JPL Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's MongoDB position peaked at $9K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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