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JPL Wealth Management’s Northern Trust NTRS Stock Holding History

JPL Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.4K Buy
+318
New +$45.8K 0.01% 257
2025
Q4 		– Sell
-560
Closed -$75.4K – 783
2025
Q3 		$75.4K Buy
+560
New +$72.1K 0.02% 201

Other funds holding NTRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Northern Trust (NTRS) in Q1 2026: 318 shares worth $44.4K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in NTRS as recently as Q3 2025.

JPL Wealth Management first reported a position in NTRS in Q3 2025 and has held it in 2 quarters since. The position peaked at $75.4K in Q3 2025. 950 funds tracked by Wall St. Rank hold NTRS as of Q1 2026.

  • JPL Wealth Management held 318 shares of Northern Trust worth $44.4K as of Q1 2026.
  • Northern Trust was a new JPL Wealth Management position in Q1 2026.
  • Northern Trust made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #257 holding.
  • JPL Wealth Management first reported a position in Northern Trust in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Northern Trust position peaked at $75.4K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Northern Trust as of Q1 2026.

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