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JPL Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

JPL Wealth Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.2K Buy
+1,895
New +$33.7K 0.01% 314
2025
Q4 		– Sell
-2,161
Closed -$34.4K – 753
2025
Q3 		$34.4K Buy
+2,161
New +$32K 0.01% 299

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q1 2026: 1,895 shares worth $32.2K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MUFG as recently as Q3 2025.

JPL Wealth Management first reported a position in MUFG in Q3 2025 and has held it in 2 quarters since. The position peaked at $34.4K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • JPL Wealth Management held 1,895 shares of Mitsubishi UFJ Financial worth $32.2K as of Q1 2026.
  • Mitsubishi UFJ Financial was a new JPL Wealth Management position in Q1 2026.
  • Mitsubishi UFJ Financial made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #314 holding.
  • JPL Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Mitsubishi UFJ Financial position peaked at $34.4K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

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