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JPL Wealth Management’s State Street STT Stock Holding History

JPL Wealth Management’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.2K Buy
+223
New +$28.5K 0.01% 331
2025
Q4 		– Sell
-247
Closed -$28.7K – 1000
2025
Q3 		$28.7K Buy
+247
New +$27.6K 0.01% 328

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

JPL Wealth Management opened a new position in State Street (STT) in Q1 2026: 223 shares worth $28.2K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in STT as recently as Q3 2025.

JPL Wealth Management first reported a position in STT in Q3 2025 and has held it in 2 quarters since. The position peaked at $28.7K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • JPL Wealth Management held 223 shares of State Street worth $28.2K as of Q1 2026.
  • State Street was a new JPL Wealth Management position in Q1 2026.
  • State Street made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #331 holding.
  • JPL Wealth Management first reported a position in State Street in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's State Street position peaked at $28.7K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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