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JPL Wealth Management’s Union Pacific UNP Stock Holding History

JPL Wealth Management’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.6K Buy
234
+12
+5% +$3.15K 0.01% 230
2026
Q1 		$53.9K Buy
+222
New +$54.4K 0.01% 227
2025
Q4 		– Sell
-10,133
Closed -$2.4M – 1069
2025
Q3 		$2.4M Buy
10,133
+84
+0.8% +$18.9K 0.57% 68
2025
Q2 		$2.31M Buy
10,049
+99
+1% +$22K 0.62% 68
2025
Q1 		$2.35M Buy
9,950
+68
+0.7% +$16.4K 0.67% 67
2024
Q4 		$2.25M Buy
+9,882
New +$2.34M 0.65% 66
2024
Q2 		$1.59M Buy
7,039
+216
+3% +$50.6K 0.78% 63
2024
Q1 		$1.68M Buy
6,823
+976
+17% +$240K 0.93% 54
2023
Q4 		$1.44M Buy
+5,847
New +$1.29M 1.03% 48

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JPL Wealth Management's UNP Position: Q2 2026 in Review

JPL Wealth Management increased its Union Pacific (UNP) stake by 5.4% in Q2 2026, buying an estimated $3.15K and bringing the position to 234 shares worth $63.6K. The position accounts for 0.01% of the portfolio, ranked #230.

JPL Wealth Management first reported a position in UNP in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.4M in Q3 2025. 2,881 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • JPL Wealth Management held 234 shares of Union Pacific worth $63.6K as of Q2 2026.
  • JPL Wealth Management bought 12 Union Pacific shares in Q2 2026, an estimated $3.15K.
  • Union Pacific made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #230 holding.
  • JPL Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 9 quarters since.
  • JPL Wealth Management's Union Pacific position peaked at $2.4M in Q3 2025.
  • 2,881 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.