JPL Wealth Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,423
-$3,888 QoQ
Shares Held
25
-44.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#934
of 986 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,162,483 across 25 Information Technology Services names. BR ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
14,534 | $4,087,105 | |
| 2 | ACN |
Accenture plc
|
222 | $27,625 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
250 | $9,720 | |
| 4 | SAIC |
Science Applications International Corp
|
69 | $7,618 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
209 | $5,404 | |
| 6 | G |
Genpact LTD
|
163 | $4,482 | |
| 7 | IT |
Gartner Inc
|
34 | $4,407 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
This page
|
25 | $3,423 |
All Filings in BR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,423 | 25 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,311 | 45 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $8,335 | 35 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||