JPL Wealth Management, LLC
Q1 2026 13F Detailed Holdings
Location
Greenwood Village, CO
Holdings as of
3/31/2026
Value ($000)
$434,739
Num holdings
2,172
Date filed
5/8/2026
Form type
13F-HR
Prev filing
2/12/2026
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
This filing has been restated,
see here
for the amended filing
Compare Q1 2026 to
2026 Q1 - RESTATEMENT
2025 Q4
2025 Q3
2025 Q2
2025 Q1 - RESTATEMENT
2024 Q4
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