RTX β€” RTX CORPORATION

Ownership history in JPL Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

JPL Wealth Management, LLC reported RTX CORPORATION (RTX) in 3 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.1% in 2024 Q2. The latest visible filing shows RTX at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPL Wealth Management, LLC's position in RTX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

RTX was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPL Wealth Management, LLC held RTX β€” position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 701 -1,441 -67.3% 0.03% $117K 2025-11-14 $174.30
2025 Q1 ADDED 2,142 +150 +7.5% 0.08% $209K 2025-05-06 $126.03
2024 Q2 INITIATED 1,992 β€” β€” 0.10% $200K 2024-08-01 $113.01

FAQ About JPL Wealth Management, LLC and RTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPL Wealth Management, LLC reported owning RTX?

JPL Wealth Management, LLC reported RTX across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported RTX position in JPL Wealth Management, LLC's portfolio?

The largest reported portfolio weight for RTX was 0.10% in 2024 Q2.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q3, when JPL Wealth Management, LLC reported 701 shares, equal to 0.03% of portfolio, with an estimated market value of $117K.

What does the chart on this RTX ownership page compare?

The chart compares JPL Wealth Management, LLC's quarterly RTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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