Position in BN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,387
+$803 QoQ
Shares Held
150
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#887
of 931 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $3,750,833 across 40 Asset Management names. BN ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
29,403 | $3,272,847 | |
| 2 | BLK |
BlackRock, Inc.
|
89 | $85,577 | |
| 3 | NTRS |
Northern Trust Corp
|
330 | $57,367 | |
| 4 | AMP |
Ameriprise Financial Inc
|
88 | $40,370 | |
| 5 | STT |
State Street Corp
|
233 | $39,516 | |
| 6 | KKR |
KKR & Co. Inc.
|
423 | $38,822 | |
| 7 | ADX |
Adams Diversified Equity Fund, Inc.
|
1,472 | $37,609 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
579 | $30,079 |
All Filings in BN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,387 | 150 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,584 | 138 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $7,063 | 103 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||