JPL Wealth Management, LLC

Q1 2025 13F Detailed Holdings

Location
Highlands Ranch, CO
Holdings as of
3/31/2025
Value ($000)
$350,601
Num holdings
131
Date filed
5/13/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/10/2025
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
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