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JPL Wealth Management’s Rocket Companies RKT Stock Holding History

JPL Wealth Management’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01K Buy
+71
New +$1.29K ﹤0.01% 1221
2025
Q4 		– Sell
-71
Closed -$1.38K – 902
2025
Q3 		$1.38K Buy
+71
New +$1.24K ﹤0.01% 949

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Rocket Companies (RKT) in Q1 2026: 71 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in RKT as recently as Q3 2025.

JPL Wealth Management first reported a position in RKT in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.38K in Q3 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • JPL Wealth Management held 71 shares of Rocket Companies worth $1.01K as of Q1 2026.
  • Rocket Companies was a new JPL Wealth Management position in Q1 2026.
  • Rocket Companies made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1221 holding.
  • JPL Wealth Management first reported a position in Rocket Companies in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Rocket Companies position peaked at $1.38K in Q3 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

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