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Manager record

JPL Wealth Management, LLC

Greenwood Village, CO · CIK 2010710 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$503.84MReported 13F valueQ2 2026 · as filed
2,530Holdings listed
+15.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $370.6M$370.6MQ2 2025133 holdingsQ3 2025: $421.3M$421.3MQ3 20251,716 holdingsQ4 2025: $410.5M$410.5MQ4 2025132 holdingsQ1 2026: $434.7M$434.7MQ1 20262,172 holdingsQ2 2026: $503.8M$503.8MQ2 20262,530 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$503.84M · 2,530 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$434.74M · 2,172 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR/A · period Q1 2026

$434.74M · 2,172 holdings listed · amendment (restatement) · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$410.50M · 132 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$421.34M · 1,716 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$370.57M · 133 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology