Position in UPS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$66,723,972
+$4,154,822 QoQ
Shares Held
678,227
+7.5% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 98.48413584242444.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5158641575755611.ToString("F0")%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $195,173,234 across 14 Integrated Freight & Logistics names. UPS ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
678,227 | $66,723,972 | |
| 2 | FDX |
Fedex Corp
|
217,829 | $62,519,209 | |
| 3 | EXPD |
Expeditors International Of Washington Inc
|
334,574 | $47,921,033 | |
| 4 | LSTR |
Landstar System Inc
|
81,454 | $13,057,889 | |
| 5 | JBHT |
Hunt J B Transport Services Inc
|
10,891 | $2,307,802 | |
| 6 | CHRW |
C. H. Robinson Worldwide, Inc.
|
12,119 | $2,012,602 | |
| 7 | GXO |
GXO Logistics, Inc.
|
10,780 | $558,943 | |
| 8 | PBI |
Pitney Bowes Inc /De/
|
4,879 | $53,912 |
All Filings in UPS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,723,972 | 678,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $62,569,150 | 630,801 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $46,501,399 | 556,703 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $44,268,750 | 438,565 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,010,227 | 309,212 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $25,349,882 | 201,030 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,560,157 | 106,793 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,744,141 | 41,974 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,371,557 | 9,228 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $695,427 | 4,423 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $378,296 | 2,427 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $590,987 | 3,297 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $446,370 | 2,301 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $370,279 | 2,130 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $337,618 | 2,090 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $410,167 | 2,247 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $453,797 | 2,116 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $434,681 | 2,028 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $335,428 | 1,842 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $349,181 | 1,679 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $286,263 | 1,684 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $113,333 | 673 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||