JWM
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JPL Wealth Management’s Unum UNM Stock Holding History

JPL Wealth Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.3K Buy
+716
New +$53.4K 0.01% 230
2025
Q4 		– Sell
-728
Closed -$56.6K – 1068
2025
Q3 		$56.6K Buy
+728
New +$54.6K 0.01% 237

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Unum (UNM) in Q1 2026: 716 shares worth $52.3K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UNM as recently as Q3 2025.

JPL Wealth Management first reported a position in UNM in Q3 2025 and has held it in 2 quarters since. The position peaked at $56.6K in Q3 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • JPL Wealth Management held 716 shares of Unum worth $52.3K as of Q1 2026.
  • Unum was a new JPL Wealth Management position in Q1 2026.
  • Unum made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #230 holding.
  • JPL Wealth Management first reported a position in Unum in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Unum position peaked at $56.6K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

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