JWM
SHOP icon

JPL Wealth Management’s Shopify SHOP Stock Holding History

JPL Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$50.1K Buy
+422
New +$55.4K 0.01% 238
2025
Q4 		– Sell
-216
Closed -$32.1K – 950
2025
Q3 		$32.1K Buy
+216
New +$29.3K 0.01% 314

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Shopify (SHOP) in Q1 2026: 422 shares worth $50.1K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SHOP as recently as Q3 2025.

JPL Wealth Management first reported a position in SHOP in Q3 2025 and has held it in 2 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • JPL Wealth Management held 422 shares of Shopify worth $50.1K as of Q1 2026.
  • Shopify was a new JPL Wealth Management position in Q1 2026.
  • Shopify made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #238 holding.
  • JPL Wealth Management first reported a position in Shopify in Q3 2025 and has held it in 2 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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