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
Q2 		$4.29K Sell
43
-17
-28% -$1.84K ﹤0.01% 818
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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

JPL Wealth Management reduced its Tradeweb Markets (TW) stake by 28% in Q2 2026, selling an estimated $1.84K and leaving 43 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

JPL Wealth Management first reported a position in TW in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.06K in Q1 2026. 563 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • JPL Wealth Management held 43 shares of Tradeweb Markets worth $4.29K as of Q2 2026.
  • JPL Wealth Management sold 17 Tradeweb Markets shares in Q2 2026, an estimated $1.84K.
  • Tradeweb Markets made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #818 holding.
  • JPL Wealth Management first reported a position in Tradeweb Markets in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Tradeweb Markets position peaked at $7.06K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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