Filer · Institutional
JPL Wealth Management,LLC
CIK 0002010710TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 11
Q1 202613F-HR/A
0002010710-26-000004 · filed 2026-05-08
1,554
positions
Q1 202613F-HR
0002010710-26-000002 · filed 2026-05-08
1,554
positions
Q4 202513F-HR
0002010710-26-000001 · filed 2026-02-12
114
positions
Q3 202513F-HR
0002010710-25-000008 · filed 2025-11-14
0
positions
Q2 202513F-HR
0002010710-25-000005 · filed 2025-08-14
112
positions
Q1 202513F-HR
0002010710-25-000002 · filed 2025-05-06
126
positions
Q1 202513F-HR/A
0002010710-25-000003 · filed 2025-05-13
0
positions
Q4 202413F-HR
0002010710-25-000001 · filed 2025-02-10
121
positions
Q2 202413F-HR
0001221073-24-000059 · filed 2024-08-01
104
positions
Q1 202413F-HR
0001221073-24-000042 · filed 2024-05-10
111
positions
Q4 202313F-HR
0001221073-24-000016 · filed 2024-02-09
100
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.