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JPL Wealth Management’s SAP SAP Stock Holding History

JPL Wealth Management’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.99K Buy
+35
New +$7.22K ﹤0.01% 643
2025
Q4 		– Sell
-183
Closed -$48.9K – 929
2025
Q3 		$48.9K Buy
+183
New +$51.5K 0.01% 253

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JPL Wealth Management opened a new position in SAP (SAP) in Q1 2026: 35 shares worth $5.99K. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SAP as recently as Q3 2025.

JPL Wealth Management first reported a position in SAP in Q3 2025 and has held it in 2 quarters since. The position peaked at $48.9K in Q3 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • JPL Wealth Management held 35 shares of SAP worth $5.99K as of Q1 2026.
  • SAP was a new JPL Wealth Management position in Q1 2026.
  • SAP made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #643 holding.
  • JPL Wealth Management first reported a position in SAP in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's SAP position peaked at $48.9K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

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