Alphabet Inc.
CH ˙ SWX ˙ US02079K1079
SecurityCH:GOOG / Alphabet Inc.
InstitutionJPL Wealth Management, LLC
Latest Disclosed Ownership2,852 shares
Latest Disclosed Value $ 818,135
JPL Wealth Management, LLC reports 14.49% increase in ownership of GOOG / Alphabet Inc.

On May 8, 2026 - JPL Wealth Management, LLC filed a 13F-HR/A form disclosing ownership of 2,852 shares of Alphabet Inc. (CH:GOOG) valued at $818,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 39,164 shares of Alphabet Inc.. This represents a change in shares of 14.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F/A-1 ALPHABET CAP STK CL C 02079K107 2,852 361 14.49 818 4.74 0.1206
2026-05-08 2026-03-31 13F ALPHABET CAP STK CL C 02079K107 2,852 361 818 0.1206
2026-02-12 2025-12-31 13F ALPHABET CAP STK CL C 02079K107 2,491 -221 -8.15 782 18.33 0.1904
2025-11-14 2025-09-30 13F ALPHABET CAP STK CL C 02079K107 2,712 851 45.73 661 100.00 0.1568
2025-08-14 2025-06-30 13F ALPHABET CAP STK CL C 02079K107 1,861 61 3.39 330 17.44 0.0891
2025-05-13 2025-03-31 13F/A-1 ALPHABET CAP STK CL C 02079K107 1,800 -1,529 -45.93 281 -55.61 0.0802
2025-05-06 2025-03-31 13F ALPHABET CAP STK CL C 02079K107 2,003 -1,326 305 0.1189
2025-02-10 2024-12-31 13F ALPHABET CAP STK CL C 02079K107 3,329 560 20.22 634 24.85 0.1815
2024-08-01 2024-06-30 13F ALPHABET CAP STK CL C 02079K107 2,769 626 29.21 508 55.52 0.2488
2024-05-10 2024-03-31 13F ALPHABET CAP STK CL C 02079K107 2,143 162 8.18 326 16.85 0.1802
2024-02-09 2023-12-31 13F ALPHABET CAP STK CL C 02079K107 1,981 1,981 279 0.2011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.