JPL Wealth Management, LLC
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 2010710
GREENWOOD VILLAGE, CO
Position in DIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,044
-$11,257 QoQ
Shares Held
69
-32.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,361
of 1,432 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,044 | 69 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $47,301 | 102 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||