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JPL Wealth Management’s OptimizeRx OPRX Stock Holding History

JPL Wealth Management’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29 Buy
+5
New +$29 ﹤0.01% 1771

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $977M AUM 110.37% 1-Year Est. Return

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

JPL Wealth Management opened a new position in OptimizeRx (OPRX) in Q2 2026: 5 shares worth $29. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings.

113 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

  • JPL Wealth Management held 5 shares of OptimizeRx worth $29 as of Q2 2026.
  • OptimizeRx was a new JPL Wealth Management position in Q2 2026.
  • OptimizeRx made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1771 holding.
  • 113 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

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