JWM
NCNO icon

JPL Wealth Management’s nCino NCNO Stock Holding History

JPL Wealth Management’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.02K Sell
185
-29
-14% -$476 ﹤0.01% 938
2026
Q1 		$3.21K Buy
+214
New +$4.02K ﹤0.01% 816

Other funds holding NCNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

JPL Wealth Management reduced its nCino (NCNO) stake by 14% in Q2 2026, selling an estimated $476 and leaving 185 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

JPL Wealth Management first reported a position in NCNO in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.21K in Q1 2026. 289 funds tracked by Wall St. Rank hold NCNO as of Q2 2026.

  • JPL Wealth Management held 185 shares of nCino worth $3.02K as of Q2 2026.
  • JPL Wealth Management sold 29 nCino shares in Q2 2026, an estimated $476.
  • nCino made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #938 holding.
  • JPL Wealth Management first reported a position in nCino in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's nCino position peaked at $3.21K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held nCino as of Q2 2026.

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