JPL Wealth Management
MKTX icon

JPL Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

JPL Wealth Management’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$328 Sell
2
-8
-80% -$1.19K ﹤0.01% 1291
2026
Q2 		$1.14K Sell
10
-26
-72% -$3.7K ﹤0.01% 1260
2026
Q1 		$5.94K Buy
+36
New +$6.31K ﹤0.01% 646

Other funds holding MKTX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

JPL Wealth Management's MKTX Position: Q3 2026 in Review

JPL Wealth Management reduced its MarketAxess Holdings (MKTX) stake by 80% in Q3 2026, selling an estimated $1.19K and leaving 2 shares worth $328. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

JPL Wealth Management first reported a position in MKTX in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.94K in Q1 2026. 322 funds tracked by Wall St. Rank hold MKTX as of Q3 2026.

  • JPL Wealth Management held 2 shares of MarketAxess Holdings worth $328 as of Q3 2026.
  • JPL Wealth Management sold 8 MarketAxess Holdings shares in Q3 2026, an estimated $1.19K.
  • MarketAxess Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q3 2026, its #1291 holding.
  • JPL Wealth Management first reported a position in MarketAxess Holdings in Q1 2026 and has held it in 3 quarters since.
  • JPL Wealth Management's MarketAxess Holdings position peaked at $5.94K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.