JWM
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JPL Wealth Management’s United Parcel Service UPS Stock Holding History

JPL Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5K Buy
256
+53
+26% +$5.51K 0.01% 372
2026
Q1 		$20K Buy
+203
New +$21.8K ﹤0.01% 397
2025
Q4 		– Sell
-13
Closed -$1.09K – 1070
2025
Q3 		$1.09K Buy
+13
New +$1.18K ﹤0.01% 980

Other funds holding UPS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JPL Wealth Management increased its United Parcel Service (UPS) stake by 26% in Q2 2026, buying an estimated $5.51K and bringing the position to 256 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #372.

JPL Wealth Management first reported a position in UPS in Q3 2025 and has held it in 3 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • JPL Wealth Management held 256 shares of United Parcel Service worth $27.5K as of Q2 2026.
  • JPL Wealth Management bought 53 United Parcel Service shares in Q2 2026, an estimated $5.51K.
  • United Parcel Service made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #372 holding.
  • JPL Wealth Management first reported a position in United Parcel Service in Q3 2025 and has held it in 3 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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