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JPL Wealth Management’s Unitil UTL Stock Holding History

JPL Wealth Management’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84K Buy
35
+2
+6% +$104 ﹤0.01% 1104
2026
Q1 		$1.72K Buy
+33
New +$1.69K ﹤0.01% 1023

Other funds holding UTL

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JPL Wealth Management increased its Unitil (UTL) stake by 6.1% in Q2 2026, buying an estimated $104 and bringing the position to 35 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

JPL Wealth Management first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • JPL Wealth Management held 35 shares of Unitil worth $1.84K as of Q2 2026.
  • JPL Wealth Management bought 2 Unitil shares in Q2 2026, an estimated $104.
  • Unitil made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1104 holding.
  • JPL Wealth Management first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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