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JWM
JPL Wealth Management Portfolio holdings
AUM
$435M
1-Year Est. Return
16.48%
This Fund
S&P 500
This Quarter
Est. Return
+0.37%
1 Year Est. Return
+16.48%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$349M
AUM Growth
–
Cap. Flow
+$355M
Cap. Flow
% of AUM
101.63%
Top 10 Holdings %
Top 10 Hldgs %
30.67%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$24.6M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$12.5M |
| 3 |
Apple
AAPL
|
+$12.1M |
| 4 |
Broadcom
AVGO
|
+$10.7M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$9.75M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.32% |
| 2 | Healthcare | 11.24% |
| 3 | Financials | 8.13% |
| 4 | Industrials | 6.3% |
| 5 | Consumer Staples | 6.24% |
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JPL Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for JPL Wealth Management, which disclosed 121 positions worth $349M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is UnitedHealth: 43,317 shares worth $21.9M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, followed by Healthcare and Financials.
- JPL Wealth Management's largest Q4 2024 buy was UnitedHealth: 43,317 shares worth $21.9M.
- JPL Wealth Management's ten largest holdings make up 31% of its $349M portfolio in Q4 2024.
- JPL Wealth Management disclosed 121 positions in Q4 2024, its first 13F filing on record.
Based on JPL Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.