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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
Q2 		$11.8K Sell
171
-10
-6% -$630 ﹤0.01% 553
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 $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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

JPL Wealth Management reduced its Zions Bancorporation (ZION) stake by 5.5% in Q2 2026, selling an estimated $630 and leaving 171 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

JPL Wealth Management first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • JPL Wealth Management held 171 shares of Zions Bancorporation worth $11.8K as of Q2 2026.
  • JPL Wealth Management sold 10 Zions Bancorporation shares in Q2 2026, an estimated $630.
  • Zions Bancorporation made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #553 holding.
  • JPL Wealth Management first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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