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JPL Wealth Management’s Raymond James Financial RJF Stock Holding History

JPL Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.22K Buy
+57
New +$9.04K ﹤0.01% 571
2025
Q4 		– Sell
-60
Closed -$10.3K – 900
2025
Q3 		$10.3K Buy
+60
New +$9.94K ﹤0.01% 537

Other funds holding RJF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Raymond James Financial (RJF) in Q1 2026: 57 shares worth $8.22K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in RJF as recently as Q3 2025.

JPL Wealth Management first reported a position in RJF in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.3K in Q3 2025. 917 funds tracked by Wall St. Rank hold RJF as of Q1 2026.

  • JPL Wealth Management held 57 shares of Raymond James Financial worth $8.22K as of Q1 2026.
  • Raymond James Financial was a new JPL Wealth Management position in Q1 2026.
  • Raymond James Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #571 holding.
  • JPL Wealth Management first reported a position in Raymond James Financial in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Raymond James Financial position peaked at $10.3K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2026.

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