JPL Wealth Management, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in WMS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,428
+$932 QoQ
Shares Held
25
+38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $156,758 across 17 Building Products & Equipment names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
263 | $38,426 | |
| 2 | TT |
Trane Technologies plc
|
76 | $37,327 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
415 | $30,439 | |
| 4 | OC |
Owens Corning
|
122 | $19,393 | |
| 5 | TREX |
Trex Co Inc
|
183 | $9,157 | |
| 6 | NPKI |
NPK International Inc.
|
286 | $4,549 | |
| 7 | CSL |
Carlisle Companies Inc
|
10 | $3,627 | |
| 8 | AWI |
Armstrong World Industries Inc
|
20 | $3,208 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,428 | 25 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $2,496 | 18 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||