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JPL Wealth Management’s Yelp YELP Stock Holding History

JPL Wealth Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.59K Buy
+145
New +$3.67K ﹤0.01% 783
2025
Q4 		– Sell
-45
Closed -$1.4K – 1152
2025
Q3 		$1.4K Buy
+45
New +$1.48K ﹤0.01% 944

Other funds holding YELP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Yelp (YELP) in Q1 2026: 145 shares worth $3.59K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in YELP as recently as Q3 2025.

JPL Wealth Management first reported a position in YELP in Q3 2025 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold YELP as of Q1 2026.

  • JPL Wealth Management held 145 shares of Yelp worth $3.59K as of Q1 2026.
  • Yelp was a new JPL Wealth Management position in Q1 2026.
  • Yelp made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #783 holding.
  • JPL Wealth Management first reported a position in Yelp in Q3 2025 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held Yelp as of Q1 2026.

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