JWM
SAFE

JPL Wealth Management’s Safehold SAFE Stock Holding History

JPL Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32 Sell
2
-102
-98% -$1.55K ﹤0.01% 1763
2026
Q1 		$1.41K Buy
+104
New +$1.54K ﹤0.01% 1086

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

JPL Wealth Management reduced its Safehold (SAFE) stake by 98% in Q2 2026, selling an estimated $1.55K and leaving 2 shares worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

JPL Wealth Management first reported a position in SAFE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.41K in Q1 2026. 216 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

  • JPL Wealth Management held 2 shares of Safehold worth $32 as of Q2 2026.
  • JPL Wealth Management sold 102 Safehold shares in Q2 2026, an estimated $1.55K.
  • Safehold made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1763 holding.
  • JPL Wealth Management first reported a position in Safehold in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Safehold position peaked at $1.41K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

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