JWM
V icon

JPL Wealth Management’s Visa V Stock Holding History

JPL Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Buy
896
+154
+21% +$49.4K 0.06% 110
2026
Q1 		$224K Sell
742
-211
-22% -$67.8K 0.05% 114
2025
Q4 		$334K Sell
953
-758
-44% -$258K 0.08% 101
2025
Q3 		$584K Buy
1,711
+341
+25% +$118K 0.14% 92
2025
Q2 		$487K Sell
1,370
-148
-10% -$51.6K 0.13% 90
2025
Q1 		$532K Sell
1,518
-374
-20% -$127K 0.15% 88
2024
Q4 		$598K Buy
+1,892
New +$569K 0.17% 89
2024
Q2 		$408K Buy
1,555
+52
+3% +$14.3K 0.2% 84
2024
Q1 		$419K Buy
1,503
+225
+18% +$62.1K 0.23% 83
2023
Q4 		$333K Buy
+1,278
New +$315K 0.24% 85

Other funds holding V

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JPL Wealth Management increased its Visa (V) stake by 21% in Q2 2026, buying an estimated $49.4K and bringing the position to 896 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #110.

JPL Wealth Management first reported a position in V in Q4 2023 and has held it in 10 quarters since. The position peaked at $598K in Q4 2024. 4,562 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • JPL Wealth Management held 896 shares of Visa worth $308K as of Q2 2026.
  • JPL Wealth Management bought 154 Visa shares in Q2 2026, an estimated $49.4K.
  • Visa made up 0.06% of JPL Wealth Management's portfolio in Q2 2026, its #110 holding.
  • JPL Wealth Management first reported a position in Visa in Q4 2023 and has held it in 10 quarters since.
  • JPL Wealth Management's Visa position peaked at $598K in Q4 2024.
  • 4,562 funds tracked by Wall St. Rank held Visa as of Q2 2026.

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