JWM
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JPL Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

JPL Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,698
Closed -$298K – 118
2024
Q4 		$298K Buy
+1,698
New +$298K 0.09% 108
2024
Q2 		$243K Hold
1,482
– – 0.12% 93
2024
Q1 		$251K Buy
+1,482
New +$251K 0.14% 99