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JPL Wealth Management’s US Bancorp USB Stock Holding History

JPL Wealth Management’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34K Buy
+654
New +$35.9K 0.01% 300
2025
Q4 		– Sell
-589
Closed -$28.5K – 1073
2025
Q3 		$28.5K Buy
+589
New +$27.9K 0.01% 329

Other funds holding USB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JPL Wealth Management opened a new position in US Bancorp (USB) in Q1 2026: 654 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in USB as recently as Q3 2025.

JPL Wealth Management first reported a position in USB in Q3 2025 and has held it in 2 quarters since. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.

  • JPL Wealth Management held 654 shares of US Bancorp worth $34K as of Q1 2026.
  • US Bancorp was a new JPL Wealth Management position in Q1 2026.
  • US Bancorp made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #300 holding.
  • JPL Wealth Management first reported a position in US Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.

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