JWM
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JPL Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

JPL Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.75M Buy
32,636
+364
+1% +$30.6K 0.74% 61
2025
Q1 		$2.66M Buy
32,272
+130
+0.4% +$10.7K 0.76% 63
2024
Q4 		$2.72M Buy
+32,142
New +$2.72M 0.78% 59