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
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 $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JPL Wealth Management opened a new position in United Parcel Service (UPS) in Q1 2026: 203 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UPS as recently as Q3 2025.

JPL Wealth Management first reported a position in UPS in Q3 2025 and has held it in 2 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • JPL Wealth Management held 203 shares of United Parcel Service worth $20K as of Q1 2026.
  • United Parcel Service was a new JPL Wealth Management position in Q1 2026.
  • United Parcel Service made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #397 holding.
  • JPL Wealth Management first reported a position in United Parcel Service in Q3 2025 and has held it in 2 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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