JWM
UWMC icon

JPL Wealth Management’s UWM Holdings UWMC Stock Holding History

JPL Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$298 Hold
130
– – ﹤0.01% 1470
2026
Q1 		$471 Buy
+130
New +$598 ﹤0.01% 1317
2025
Q4 		– Sell
-130
Closed -$792 – 1078
2025
Q3 		$792 Buy
+130
New +$682 ﹤0.01% 1025

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

JPL Wealth Management held its UWM Holdings (UWMC) position steady in Q2 2026 at 130 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

JPL Wealth Management first reported a position in UWMC in Q3 2025 and has held it in 3 quarters since. The position peaked at $792 in Q3 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • JPL Wealth Management held 130 shares of UWM Holdings worth $298 as of Q2 2026.
  • JPL Wealth Management left its UWM Holdings share count unchanged in Q2 2026.
  • UWM Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1470 holding.
  • JPL Wealth Management first reported a position in UWM Holdings in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's UWM Holdings position peaked at $792 in Q3 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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