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JPL Wealth Management, LLC: IJH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPL Wealth Management, LLC on IJH, newest first. How the timeline and the estimate are built.

JPL Wealth Management, LLC held 92,038 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,038 shares
    Change vs previous 13F -2,182 shares

    1.41% of the 13F portfolio, value $7,097,050.

    13F-HR 0002010710-26-000005 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 94,220 shares
    Change vs previous 13F -3,396 shares

    1.46% of the 13F portfolio, value $6,362,626.

    13F-HR/A 0002010710-26-000004 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 97,616 shares
    Change vs previous 13F -14,711 shares

    1.57% of the 13F portfolio, value $6,442,687.

    13F-HR 0002010710-26-000001 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,327 shares
    Change vs previous 13F -1,479 shares

    1.74% of the 13F portfolio, value $7,330,444.

    13F-HR 0002010710-25-000008 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 113,806 shares
    Change vs previous 13F +2,294 shares

    1.9% of the 13F portfolio, value $7,058,266.

    13F-HR 0002010710-25-000005 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 111,512 shares
    Change vs previous 13F +1,878 shares

    1.86% of the 13F portfolio, value $6,506,736.

    13F-HR/A 0002010710-25-000003 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 109,634 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $6,831,266.

    13F-HR 0002010710-25-000001 filed by JPL Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).