Position in HCA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$33,599
+$783 QoQ
Shares Held
71
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026JPL Wealth Management, LLC holds $61,358 across 9 Medical Care Facilities names. HCA ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
71 | $33,599 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
1,225 | $16,758 | |
| 3 | ENSG |
Ensign Group, Inc
|
25 | $5,037 | |
| 4 | UHS |
Universal Health Services Inc
|
18 | $3,220 | |
| 5 | CON |
Concentra Group Holdings Parent, Inc.
|
53 | $1,136 | |
| 6 | NHC |
National Healthcare Corp
|
5 | $798 | |
| 7 | ADUS |
Addus HomeCare Corp
|
5 | $468 | |
| 8 | AGL |
agilon health, inc.
|
27 | $213 |
All Filings in HCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,599 | 71 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $32,816 | 77 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||