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JPL Wealth Management’s Nasdaq NDAQ Stock Holding History

JPL Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2K Buy
244
+11
+5% +$965 ﹤0.01% 434
2026
Q1 		$19.8K Buy
+233
New +$20.9K ﹤0.01% 400
2025
Q4 		– Sell
-225
Closed -$19.9K – 758
2025
Q3 		$19.9K Buy
+225
New +$20.8K ﹤0.01% 406

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JPL Wealth Management increased its Nasdaq (NDAQ) stake by 4.7% in Q2 2026, buying an estimated $965 and bringing the position to 244 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

JPL Wealth Management first reported a position in NDAQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.9K in Q3 2025. 1,082 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • JPL Wealth Management held 244 shares of Nasdaq worth $19.2K as of Q2 2026.
  • JPL Wealth Management bought 11 Nasdaq shares in Q2 2026, an estimated $965.
  • Nasdaq made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #434 holding.
  • JPL Wealth Management first reported a position in Nasdaq in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Nasdaq position peaked at $19.9K in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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