JPL Wealth Management, LLC
Q4 2024 13F Detailed Holdings
Location
Highlands Ranch, CO
Holdings as of
12/31/2024
Value ($000)
$349,181
Num holdings
140
Date filed
2/10/2025
Form type
13F-HR
Prev filing
7/31/2024
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
Compare Q4 2024 to
2024 Q2
2024 Q1
2023 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC