JPL Wealth Management’s Blue Owl Capital OWL Stock Holding History

JPL Wealth Management’s Portfolio OWL Stock Details OWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.8K	Buy	206 +111	+117%	+$1.05K	﹤0.01%	1109
2026 Q1	$868	Buy	+95	New	+$1.15K	﹤0.01%	1252
2025 Q4	–	Sell	-163,309	Closed	-$2.76M	–	812
2025 Q3	$2.76M	Buy	163,309 +2,986	+2%	+$56.8K	0.66%	63
2025 Q2	$3.08M	Buy	160,323 +1,460	+0.9%	+$27K	0.83%	53
2025 Q1	$3.18M	Buy	+158,863	New	+$3.57M	0.91%	52

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LVIA

Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

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

JPL Wealth Management increased its Blue Owl Capital (OWL) stake by 117% in Q2 2026, buying an estimated $1.05K and bringing the position to 206 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

JPL Wealth Management first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q1 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

JPL Wealth Management held 206 shares of Blue Owl Capital worth $1.8K as of Q2 2026.
JPL Wealth Management bought 111 Blue Owl Capital shares in Q2 2026, an estimated $1.05K.
Blue Owl Capital made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1109 holding.
JPL Wealth Management first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
JPL Wealth Management's Blue Owl Capital position peaked at $3.18M in Q1 2025.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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