JPL Wealth Management, LLC
Position in URBN — Urban Outfitters Inc
CIK 2010710
GREENWOOD VILLAGE, CO
Position in URBN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,550
+$650 QoQ
Shares Held
36
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 407 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in URBN Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026JPL Wealth Management, LLC holds $183,994 across 13 Apparel Retail names. URBN ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
780 | $118,170 | |
| 2 | ROST |
Ross Stores, Inc.
|
146 | $31,075 | |
| 3 | BURL |
Burlington Stores, Inc.
|
72 | $22,809 | |
| 4 | BOOT |
Boot Barn Holdings, Inc.
|
40 | $6,570 | |
| 5 | URBN |
Urban Outfitters Inc
This page
|
36 | $2,550 | |
| 6 | LULU |
lululemon athletica inc.
|
11 | $1,255 | |
| 7 | GAP |
Gap Inc
|
31 | $579 | |
| 8 | ANF |
Abercrombie & Fitch Co /De/
|
6 | $540 |
All Filings in URBN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,550 | 36 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,900 | 30 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $2,142 | 30 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||