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Financial Institutions shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Financial Institutions

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All positions including Financial Institutions held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $190 6 31.83

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ea Series Trust Alpha Architect (CAOS)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Architect (AAEQ)
UnitedHealth (UNH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Caterpillar (CAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for JPL Wealth Management

Top funds holding Financial Institutions

PL Capital Advisors
BlackRock
Vanguard Group
Wellington Management Company
Adage Capital Partners GP
Dimensional Fund Advisors
Vanguard Capital Management
Geode Capital Management
Ategra Capital Management
Acadian Asset Management
State Street Corporation
Two Sigma Investments
Renaissance Technologies
Morgan Stanley
Alliancebernstein

View all funds holding Financial Institutions