JPL Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in UAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,556
+$17,568 QoQ
Shares Held
335
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#869
of 1,061 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $109,794 across 6 Airlines names. UAL ranks #2 (41.5% of the industry book) .
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,556 | 335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,988 | 304 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $28,660 | 297 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||