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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JPL Wealth Management's PJT Position: Q1 2026 in Review

JPL Wealth Management opened a new position in PJT Partners (PJT) in Q1 2026: 19 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PJT as recently as Q3 2025.

JPL Wealth Management first reported a position in PJT in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.38K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

  • JPL Wealth Management held 19 shares of PJT Partners worth $2.65K as of Q1 2026.
  • PJT Partners was a new JPL Wealth Management position in Q1 2026.
  • PJT Partners made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #879 holding.
  • JPL Wealth Management first reported a position in PJT Partners in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's PJT Partners position peaked at $3.38K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.