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JPL Wealth Management’s SS&C Technologies SSNC Stock Holding History

JPL Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.13K Buy
131
+24
+22% +$1.63K ﹤0.01% 642
2026
Q1 		$7.23K Buy
+107
New +$8.23K ﹤0.01% 601
2025
Q4 		– Sell
-122
Closed -$10.8K – 991
2025
Q3 		$10.8K Buy
+122
New +$10.6K ﹤0.01% 527

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

JPL Wealth Management increased its SS&C Technologies (SSNC) stake by 22% in Q2 2026, buying an estimated $1.63K and bringing the position to 131 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

JPL Wealth Management first reported a position in SSNC in Q3 2025 and has held it in 3 quarters since. The position peaked at $10.8K in Q3 2025. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • JPL Wealth Management held 131 shares of SS&C Technologies worth $8.13K as of Q2 2026.
  • JPL Wealth Management bought 24 SS&C Technologies shares in Q2 2026, an estimated $1.63K.
  • SS&C Technologies made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #642 holding.
  • JPL Wealth Management first reported a position in SS&C Technologies in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's SS&C Technologies position peaked at $10.8K in Q3 2025.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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