United Parcel Service shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in United Parcel Service
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Quarterly reported holdings in United Parcel Service by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 4.1k | 83.52 |
| 2025-06-30 | $403k | 4.0k | 100.95 |
| 2025-03-31 | $442k | 4.0k | 109.99 |
| 2024-12-31 | $558k | 4.4k | 126.09 |
| 2024-09-30 | $555k | 4.1k | 136.35 |
| 2024-06-30 | $575k | 4.2k | 136.84 |
| 2024-03-31 | $626k | 4.2k | 148.63 |
| 2023-12-31 | $678k | 4.3k | 157.22 |
| 2023-09-30 | $679k | 4.4k | 155.88 |
| 2023-06-30 | $772k | 4.3k | 179.26 |
| 2023-03-31 | $831k | 4.3k | 193.99 |
| 2022-12-31 | $768k | 4.4k | 173.83 |
| 2022-09-30 | $745k | 4.6k | 161.64 |
| 2022-06-30 | $835k | 4.6k | 182.63 |
| 2022-03-31 | $999k | 4.7k | 214.38 |
| 2021-12-31 | $972k | 4.5k | 214.43 |
| 2021-09-30 | $772k | 4.2k | 182.12 |
| 2021-06-30 | $7.0k | 36 | 194.44 |
| 2021-03-31 | $6.0k | 36 | 166.67 |
| 2020-12-31 | $6.0k | 36 | 166.67 |
| 2018-09-30 | $7.0k | 64 | 109.38 |
| 2015-06-30 | $17k | 172 | 98.84 |
| 2015-03-31 | $28k | 292 | 95.89 |
| 2014-12-31 | $34k | 304 | 111.84 |
| 2014-09-30 | $30k | 304 | 98.68 |
| 2014-06-30 | $32k | 308 | 103.90 |