JPL Wealth Management, LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 503,835
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 1,876 | 503,835 | 13F-HR | JPL Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 1,554 | 434,739 | 13F-HR/A - RESTATEMENT | JPL Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 1,554 | 434,739 | 13F-HR | JPL Wealth Management, LLC |
| Q4 2025 | 2/12/2026 | 114 | 410,498 | 13F-HR | JPL Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 1,192 | 421,337 | 13F-HR | JPL Wealth Management, LLC |
| Q2 2025 | 8/14/2025 | 112 | 370,570 | 13F-HR | JPL Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 283.9 K | 56.4% | 18.17 K | 0 | 18.17 K |
| ETFs | 219.1 K | 43.5% | 50.91 K | 0 | 50.91 K |
| Debt | 778 | 0.2% | 0 | 16 | -16 |
| Other | 33 | 0.0% | 9 | 0 | 9 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
503,835
Holdings
1876
QoQ value change ($000)
69,096
(15.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.