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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
Q2 		$57.4K Buy
330
+12
+4% +$1.98K 0.01% 244
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

JPL Wealth Management increased its Northern Trust (NTRS) stake by 3.8% in Q2 2026, buying an estimated $1.98K and bringing the position to 330 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #244.

JPL Wealth Management first reported a position in NTRS in Q3 2025 and has held it in 3 quarters since. The position peaked at $75.4K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • JPL Wealth Management held 330 shares of Northern Trust worth $57.4K as of Q2 2026.
  • JPL Wealth Management bought 12 Northern Trust shares in Q2 2026, an estimated $1.98K.
  • Northern Trust made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #244 holding.
  • JPL Wealth Management first reported a position in Northern Trust in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Northern Trust position peaked at $75.4K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

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