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Newtek Business Svcs shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $60 4 15.00

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View all positions for JPL Wealth Management

Top funds holding Newtek Business Svcs

BlackRock
Patriot Financial Partners GP II
Vanguard Capital Management
T. Rowe Price Associates
Goldman Sachs Group
Geode Capital Management
AQR Capital Management
Marshall Wace
State Street Corporation
Royce & Associates
Two Sigma Investments
Connor, Clark & Lunn Investment Management
Franklin Resources
Morgan Stanley
Northern Trust

View all funds holding Newtek Business Svcs