JPL Wealth Management, LLC
RIA/Wealth
JPL Wealth Management, LLC is a RIA/Wealth based in Greenwood Village, CO led by Joel Johnson, reporting $516.0M in AUM as of Q3 2025 with 37% ETF concentration.
CCOJoel Johnson
- Portfolio Value
- $419.4M
- Positions
- 1,193
- Top Holding
- SCHO at 3.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JPL Wealth Management, LLC's portfolio (27.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.5M | 3.93% | +$659.2K Bought | — 675.8K shares | |
Medical - Healthcare Plans Healthcare | $16.3M | 3.89% | +$1.2M Bought | 0.01% 47.2K shares | |
Semiconductors Technology | $15.2M | 3.62% | -$447.0K Sold | 0.00% 46.0K shares | |
Consumer Electronics Technology | $13.0M | 3.10% | -$266.3K Sold | 0.00% 51.0K shares | |
ETF ETF | $11.7M | 2.79% | -$185.7K Sold | — 35.6K shares | |
Software - Infrastructure Technology | $10.7M | 2.54% | -$168.9K Sold | 0.00% 20.6K shares | |
Internet Content & Information Communication Services | $10.0M | 2.39% | -$347.6K Sold | 0.00% 41.2K shares | |
ETF ETF | $8.1M | 1.93% | +$200.0K Bought | — 152.9K shares | |
ETF ETF | $7.3M | 1.75% | -$58.8K Sold | — 12.2K shares | |
ETF ETF | $7.3M | 1.75% | -$96.5K Sold | — 112.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JPL Wealth Management, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-99.49% | |
-17.56% | |
-14.16% | |
-8.25% | |
-6.57% |
Analytics
Portfolio insights and performance metrics for JPL Wealth Management, LLC
GthenA