Position in BKU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,376
+$1,113 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 336 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $710,056 across 101 Banks - Regional names. BKU ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
3,241 | $74,704 | |
| 2 | TFC |
Truist Financial Corp
|
1,411 | $70,295 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,064 | $59,976 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
209 | $51,459 | |
| 5 | USB |
US Bancorp \De\
|
720 | $43,487 | |
| 6 | MTB |
M&T Bank Corp
|
129 | $30,702 | |
| 7 | FHN |
First Horizon Corp
|
955 | $24,485 | |
| 8 | EWBC |
East West Bancorp Inc
|
151 | $19,492 |
All Filings in BKU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,376 | 338 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,263 | 338 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $12,897 | 338 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||