Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$168,604
-$1,746,701 QoQ
Shares Held
438
-90.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,682
of 1,991 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $436,814 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
438 | $168,604 | |
| 2 | CME |
Cme Group Inc.
|
293 | $64,702 | |
| 3 | MCO |
Moodys Corp /De/
|
120 | $54,349 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
430 | $52,937 | |
| 5 | MSCI |
MSCI Inc.
|
75 | $42,002 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
244 | $19,231 | |
| 7 | COIN |
Coinbase Global, Inc.
|
129 | $18,858 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
48 | $11,647 |
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,604 | 414 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,915,305 | 4,503 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,364,719 | 4,525 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,422,355 | 4,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,560,520 | 4,856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,443,452 | 4,809 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,390,045 | 4,799 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $1,524,427 | 3,418 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,348,251 | 3,169 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,138,303 | 2,584 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||