JWM
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JPL Wealth Management’s Palomar PLMR Stock Holding History

JPL Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.06K Hold
40
– – ﹤0.01% 769
2026
Q1 		$4.78K Buy
+40
New +$4.99K ﹤0.01% 707
2025
Q4 		– Sell
-40
Closed -$4.67K – 849
2025
Q3 		$4.67K Buy
+40
New +$5.07K ﹤0.01% 680

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

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

JPL Wealth Management held its Palomar (PLMR) position steady in Q2 2026 at 40 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

JPL Wealth Management first reported a position in PLMR in Q3 2025 and has held it in 3 quarters since. 343 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • JPL Wealth Management held 40 shares of Palomar worth $5.06K as of Q2 2026.
  • JPL Wealth Management left its Palomar share count unchanged in Q2 2026.
  • Palomar made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #769 holding.
  • JPL Wealth Management first reported a position in Palomar in Q3 2025 and has held it in 3 quarters since.
  • 343 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

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