JWM
TROW icon

JPL Wealth Management’s T. Rowe Price TROW Stock Holding History

JPL Wealth Management’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.88K Buy
+43
New +$4.17K ﹤0.01% 759
2025
Q4 		– Sell
-43
Closed -$4.41K – 1041
2025
Q3 		$4.41K Buy
+43
New +$4.52K ﹤0.01% 692

Other funds holding TROW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JPL Wealth Management opened a new position in T. Rowe Price (TROW) in Q1 2026: 43 shares worth $3.88K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TROW as recently as Q3 2025.

JPL Wealth Management first reported a position in TROW in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.41K in Q3 2025. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

  • JPL Wealth Management held 43 shares of T. Rowe Price worth $3.88K as of Q1 2026.
  • T. Rowe Price was a new JPL Wealth Management position in Q1 2026.
  • T. Rowe Price made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #759 holding.
  • JPL Wealth Management first reported a position in T. Rowe Price in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's T. Rowe Price position peaked at $4.41K in Q3 2025.
  • 1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

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