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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JPL Wealth Management opened a new position in Union Pacific (UNP) in Q1 2026: 222 shares worth $53.9K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UNP as recently as Q3 2025.

JPL Wealth Management first reported a position in UNP in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.4M in Q3 2025. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

JPL Wealth Management held 222 shares of Union Pacific worth $53.9K as of Q1 2026.
Union Pacific was a new JPL Wealth Management position in Q1 2026.
Union Pacific made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #227 holding.
JPL Wealth Management first reported a position in Union Pacific in Q4 2023 and has held it in 8 quarters since.
JPL Wealth Management's Union Pacific position peaked at $2.4M in Q3 2025.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

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