JPL Wealth Management, LLC

13F Filings History

Latest 13F report: Q2 2024 - Aug 1, 2024
Value $: $204M
Signature - Title: Joel Johnson - Chief Compliance Officer and Partner
Location: Highlands Ranch, CO
Summary: This page shows a list of all the recent 13F filings made by JPL Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. JPL Wealth Management, LLC reported 104 stock holdings with total value $204M as of Q2 2024. Top holdings included AAPL, AVGO, MSFT, SCHO, and GOOGL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	104	$204M	+$33.9M	-$12.2M	+$21.7M	AAPL, AVGO, MSFT, SCHO, GOOGL	13F-HR	7/31/2024, 07:49 PM
Q1 2024	111	$181M	+$48.4M	-$11.1M	+$37.3M	AAPL, AVGO, MSFT, CVX, GOOGL	13F-HR	5/10/2024, 12:36 PM
Q4 2023	100	$139M	$0	$0		AAPL, AVGO, MSFT, IGSB, CVX	13F-HR	2/9/2024, 04:10 PM