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JPL Wealth Management’s Zions Bancorporation ZION Stock Holding History

JPL Wealth Management’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Buy
+181
New +$10.7K ﹤0.01% 522
2025
Q4 		– Sell
-95
Closed -$5.38K – 1156
2025
Q3 		$5.38K Buy
+95
New +$5.29K ﹤0.01% 652

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Zions Bancorporation (ZION) in Q1 2026: 181 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ZION as recently as Q3 2025.

JPL Wealth Management first reported a position in ZION in Q3 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • JPL Wealth Management held 181 shares of Zions Bancorporation worth $10.4K as of Q1 2026.
  • Zions Bancorporation was a new JPL Wealth Management position in Q1 2026.
  • Zions Bancorporation made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #522 holding.
  • JPL Wealth Management first reported a position in Zions Bancorporation in Q3 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

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