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 Q2	$1.56K	Buy	99 +28	+39%	+$404	﹤0.01%	1162
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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JPL Wealth Management increased its Rocket Companies (RKT) stake by 39% in Q2 2026, buying an estimated $404 and bringing the position to 99 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

JPL Wealth Management first reported a position in RKT in Q3 2025 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

JPL Wealth Management held 99 shares of Rocket Companies worth $1.56K as of Q2 2026.
JPL Wealth Management bought 28 Rocket Companies shares in Q2 2026, an estimated $404.
Rocket Companies made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1162 holding.
JPL Wealth Management first reported a position in Rocket Companies in Q3 2025 and has held it in 3 quarters since.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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