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JPL Wealth Management’s MSCI MSCI Stock Holding History

JPL Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.3K Buy
+73
New +$41.2K 0.01% 269
2025
Q4 		– Sell
-64
Closed -$36.3K – 740
2025
Q3 		$36.3K Buy
+64
New +$36.2K 0.01% 289

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JPL Wealth Management opened a new position in MSCI (MSCI) in Q1 2026: 73 shares worth $39.3K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MSCI as recently as Q3 2025.

JPL Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 2 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • JPL Wealth Management held 73 shares of MSCI worth $39.3K as of Q1 2026.
  • MSCI was a new JPL Wealth Management position in Q1 2026.
  • MSCI made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #269 holding.
  • JPL Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 2 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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