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LCNB shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management investment in LCNB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in LCNB by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $47 3 15.67

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPYM)
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Broadcom (AVGO)
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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 LCNB

BlackRock
Vanguard Group
Vanguard Capital Management
Ritter Daniher Financial Advisory LLC / DE
Dimensional Fund Advisors
LCNB
Geode Capital Management
State Street Corporation
Renaissance Technologies
Johnson Investment Counsel
Bridgeway Capital Management
American Financial Group
Northern Trust
Goldman Sachs Group
Kapstone Financial Advisors

View all funds holding LCNB