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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
Q2 		$2.45K Sell
100
-45
-31% -$1.12K ﹤0.01% 1005
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

JPL Wealth Management reduced its Yelp (YELP) stake by 31% in Q2 2026, selling an estimated $1.12K and leaving 100 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

JPL Wealth Management first reported a position in YELP in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.59K in Q1 2026. 294 funds tracked by Wall St. Rank hold YELP as of Q2 2026.

  • JPL Wealth Management held 100 shares of Yelp worth $2.45K as of Q2 2026.
  • JPL Wealth Management sold 45 Yelp shares in Q2 2026, an estimated $1.12K.
  • Yelp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • JPL Wealth Management first reported a position in Yelp in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Yelp position peaked at $3.59K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Yelp as of Q2 2026.

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