JPL Wealth Management, LLC
Position in ROK — Rockwell Automation, Inc
CIK 2010710
GREENWOOD VILLAGE, CO
Position in ROK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,277
+$13,306 QoQ
Shares Held
45
+80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,396
of 1,525 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $4,535,676 across 30 Specialty Industrial Machinery names. ROK ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
23,854 | $3,414,699 | |
| 2 | ETN |
Eaton Corp plc
|
1,487 | $633,640 | |
| 3 | GEV |
GE Vernova Inc.
|
225 | $264,343 | |
| 4 | PH |
Parker-Hannifin Corp
|
70 | $68,467 | |
| 5 | CMI |
Cummins Inc
|
36 | $25,675 | |
| 6 | ROK |
Rockwell Automation, Inc
This page
|
45 | $22,277 | |
| 7 | ITW |
Illinois Tool Works Inc
|
68 | $18,391 | |
| 8 | DOV |
DOVER Corp
|
78 | $17,493 |
All Filings in ROK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,277 | 45 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,971 | 25 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $6,990 | 20 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||