JWM
TPB icon

JPL Wealth Management’s Turning Point Brands TPB Stock Holding History

JPL Wealth Management’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$434 Buy
+5
New +$557 ﹤0.01% 1326
2025
Q4 		– Sell
-5
Closed -$495 – 1032
2025
Q3 		$495 Buy
+5
New +$453 ﹤0.01% 1079

Other funds holding TPB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Turning Point Brands (TPB) in Q1 2026: 5 shares worth $434. The stake represents ﹤0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TPB as recently as Q3 2025.

JPL Wealth Management first reported a position in TPB in Q3 2025 and has held it in 2 quarters since. The position peaked at $495 in Q3 2025. 240 funds tracked by Wall St. Rank hold TPB as of Q1 2026.

  • JPL Wealth Management held 5 shares of Turning Point Brands worth $434 as of Q1 2026.
  • Turning Point Brands was a new JPL Wealth Management position in Q1 2026.
  • Turning Point Brands made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1326 holding.
  • JPL Wealth Management first reported a position in Turning Point Brands in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Turning Point Brands position peaked at $495 in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Turning Point Brands as of Q1 2026.

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