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Unum shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Unum (UNM) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Unum

Tip: Access up to 7 years of quarterly data

All positions including Unum held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unum by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $52k 716 73.04
2025-09-30 $57k 728 77.80

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Ea Series Trust Alpha Architect (CAOS)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Architect (AAEQ)
UnitedHealth (UNH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Chevron Corporation (CVX)
Caterpillar (CAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for JPL Wealth Management

Top funds holding Unum

BlackRock
Vanguard Group
Vanguard Portfolio Management
FMR
Vanguard Capital Management
Charles Schwab Investment Management
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Geode Capital Management
First Trust Advisors
LSV Asset Management
AQR Capital Management
Woodline Partners
Victory Capital Management

View all funds holding Unum