JPL Wealth Management, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, JPL Wealth Management, LLC opened 11 positions, added to 1, reduced 0 and sold out of 7.
- Q2 2026: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 141.
- Q2 2026: Stock CARNIVAL CORP; Country of operation —; Class COMMON STOCK; Shares before 49.
- Q4 2025: Stock PINNACLE FINL PARTNERS INC; Country of operation United States; Class COM; Shares before 142.
- Q4 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 95.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2010710), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-06-30 to 2024-12-31, filed 2025-02-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
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