JPL Wealth Management, LLC
Position in UPS — United Parcel Service Inc
CIK 2010710
GREENWOOD VILLAGE, CO
Position in UPS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,519
+$7,549 QoQ
Shares Held
256
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,949
of 2,125 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $94,670 across 10 Integrated Freight & Logistics names. UPS ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDX |
Fedex Corp
|
101 | $31,625 | |
| 2 | UPS |
United Parcel Service Inc
This page
|
256 | $27,519 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
52 | $15,050 | |
| 4 | LSTR |
Landstar System Inc
|
37 | $7,651 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
45 | $6,795 | |
| 6 | HUBG |
Hub Group, Inc.
|
76 | $3,327 | |
| 7 | EXPD |
Expeditors International Of Washington Inc
|
8 | $1,302 | |
| 8 | CHRW |
C. H. Robinson Worldwide, Inc.
|
6 | $1,130 |
All Filings in UPS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,519 | 256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,970 | 203 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $1,085 | 13 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||