Position in MA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,141,219
-$2,779,112 QoQ
Shares Held
2,222
-71.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,950
of 3,555 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $1,806,023 across 21 Credit Services names. MA ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
2,222 | $1,141,219 | |
| 2 | V |
Visa Inc.
|
896 | $307,408 | |
| 3 | AXP |
American Express Co
|
586 | $198,214 | |
| 4 | COF |
Capital One Financial Corp
|
416 | $83,457 | |
| 5 | ALLY |
Ally Financial Inc.
|
480 | $22,055 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
607 | $10,882 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
161 | $9,815 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
223 | $9,628 |
All Filings in MA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,219 | 2,222 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,920,331 | 7,846 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,339,258 | 7,601 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,627,837 | 8,136 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,629,822 | 8,239 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,404,692 | 8,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,241,521 | 8,055 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,792,101 | 6,329 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,913,980 | 6,051 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,278,416 | 5,342 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||