JWM
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JPL Wealth Management’s Tradeweb Markets TW Stock Holding History

JPL Wealth Management’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.06K Buy
+60
New +$6.87K ﹤0.01% 609
2025
Q4 		– Sell
-35
Closed -$3.88K – 1053
2025
Q3 		$3.88K Buy
+35
New +$4.5K ﹤0.01% 714

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Tradeweb Markets (TW) in Q1 2026: 60 shares worth $7.06K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TW as recently as Q3 2025.

JPL Wealth Management first reported a position in TW in Q3 2025 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

  • JPL Wealth Management held 60 shares of Tradeweb Markets worth $7.06K as of Q1 2026.
  • Tradeweb Markets was a new JPL Wealth Management position in Q1 2026.
  • Tradeweb Markets made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #609 holding.
  • JPL Wealth Management first reported a position in Tradeweb Markets in Q3 2025 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

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