JWM
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JPL Wealth Management’s CubeSmart CUBE Stock Holding History

JPL Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.39K Buy
+38
New +$1.46K ﹤0.01% 1093
2025
Q4 		– Sell
-57
Closed -$2.32K – 348
2025
Q3 		$2.32K Buy
+57
New +$2.32K ﹤0.01% 829

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JPL Wealth Management's CUBE Position: Q1 2026 in Review

JPL Wealth Management opened a new position in CubeSmart (CUBE) in Q1 2026: 38 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CUBE as recently as Q3 2025.

JPL Wealth Management first reported a position in CUBE in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.32K in Q3 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

  • JPL Wealth Management held 38 shares of CubeSmart worth $1.39K as of Q1 2026.
  • CubeSmart was a new JPL Wealth Management position in Q1 2026.
  • CubeSmart made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1093 holding.
  • JPL Wealth Management first reported a position in CubeSmart in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's CubeSmart position peaked at $2.32K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.