JWM
TOV

JPL Wealth Management’s JLens 500 Jewish Advocacy U.S. ETF TOV Stock Holding History

JPL Wealth Management’s Portfolio TOV Stock Details TOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6K Hold
430
– – ﹤0.01% 524
2026
Q1 		$11.8K Buy
+430
New +$12.3K ﹤0.01% 494

Other funds holding TOV

CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

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

JPL Wealth Management held its JLens 500 Jewish Advocacy U.S. ETF (TOV) position steady in Q2 2026 at 430 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

JPL Wealth Management first reported a position in TOV in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold TOV as of Q2 2026.

  • JPL Wealth Management held 430 shares of JLens 500 Jewish Advocacy U.S. ETF worth $13.6K as of Q2 2026.
  • JPL Wealth Management left its JLens 500 Jewish Advocacy U.S. ETF share count unchanged in Q2 2026.
  • JLens 500 Jewish Advocacy U.S. ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #524 holding.
  • JPL Wealth Management first reported a position in JLens 500 Jewish Advocacy U.S. ETF in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held JLens 500 Jewish Advocacy U.S. ETF as of Q2 2026.

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