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JPL Wealth Management’s PJT Partners PJT Stock Holding History

JPL Wealth Management’s Portfolio PJT Stock Details PJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19
Closed -$2.65K – 1954
2026
Q1 		$2.65K Buy
+19
New +$2.99K ﹤0.01% 879
2025
Q4 		– Sell
-19
Closed -$3.38K – 846
2025
Q3 		$3.38K Buy
+19
New +$3.42K ﹤0.01% 742

Other funds holding PJT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JPL Wealth Management sold out of PJT Partners (PJT) in Q2 2026, closing a stake of 19 shares — an estimated $2.65K sold.

JPL Wealth Management first reported a position in PJT in Q3 2025 and held it in 2 quarters. The position peaked at $3.38K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

  • JPL Wealth Management reported no remaining PJT Partners position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 19 PJT Partners shares in Q2 2026, an estimated $2.65K.
  • JPL Wealth Management first reported a position in PJT Partners in Q3 2025 and held it in 2 quarters.
  • JPL Wealth Management's PJT Partners position peaked at $3.38K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

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