United Parcel Service shares owned by JNBA Financial Advisors
Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by JNBA Financial Advisors
from 13F filings
Historical chart of JNBA Financial Advisors investment in United Parcel Service
Tip: Access up to 7 years of quarterly data
All positions including United Parcel Service held by JNBA Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in United Parcel Service by JNBA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $38k | 379 | 99.24 |
| 2025-09-30 | $32k | 379 | 83.57 |
| 2025-06-30 | $36k | 359 | 100.99 |
| 2025-03-31 | $59k | 538 | 110.03 |
| 2024-12-31 | $57k | 454 | 126.15 |
| 2024-09-30 | $62k | 454 | 136.39 |
| 2024-06-30 | $62k | 454 | 136.91 |
| 2024-03-31 | $68k | 454 | 148.69 |
| 2023-12-31 | $93k | 588 | 157.28 |
| 2023-09-30 | $95k | 612 | 155.92 |
| 2023-06-30 | $108k | 604 | 179.30 |
| 2023-03-31 | $109k | 560 | 194.05 |
| 2022-12-31 | $95k | 544 | 173.90 |
| 2022-09-30 | $88k | 544 | 161.76 |
| 2022-06-30 | $124k | 678 | 182.89 |
| 2022-03-31 | $145k | 678 | 213.86 |
| 2021-12-31 | $165k | 771 | 214.01 |
| 2021-09-30 | $127k | 696 | 182.47 |
| 2021-06-30 | $150k | 723 | 207.47 |
| 2021-03-31 | $119k | 699 | 170.24 |
| 2020-12-31 | $59k | 352 | 167.61 |
| 2020-09-30 | $59k | 352 | 167.61 |
| 2020-06-30 | $42k | 377 | 111.41 |
| 2020-03-31 | $35k | 377 | 92.84 |
| 2019-12-31 | $41k | 352 | 116.48 |
| 2019-09-30 | $42k | 352 | 119.32 |
| 2019-06-30 | $43k | 413 | 104.12 |
| 2019-03-31 | $41k | 363 | 112.95 |
| 2018-12-31 | $39k | 399 | 97.74 |
| 2018-09-30 | $530k | 4.5k | 116.71 |
| 2018-06-30 | $44k | 418 | 105.26 |
| 2018-03-31 | $11M | 11k | 1000.00 |
| 2017-12-31 | $1.4M | 11k | 119.11 |
| 2017-09-30 | $1.4M | 11k | 120.08 |
| 2017-06-30 | $1.3M | 11k | 110.60 |
| 2017-03-31 | $1.2M | 11k | 107.27 |
| 2016-12-31 | $1.3M | 11k | 114.69 |
| 2016-09-30 | $13M | 118k | 109.36 |
| 2016-06-30 | $2.1M | 20k | 107.73 |
| 2016-03-31 | $81k | 769 | 105.33 |
| 2015-12-31 | $74k | 769 | 96.23 |
| 2015-09-30 | $76k | 769 | 98.83 |
| 2015-06-30 | $99k | 1.0k | 96.68 |
| 2015-03-31 | $99k | 1.0k | 96.68 |
| 2014-12-31 | $197k | 1.8k | 111.05 |
| 2014-09-30 | $174k | 1.8k | 98.08 |
| 2014-06-30 | $232k | 2.3k | 102.75 |
| 2014-03-31 | $220k | 2.3k | 97.43 |
| 2013-12-31 | $321k | 3.1k | 104.97 |
| 2013-09-30 | $294k | 3.2k | 91.36 |
| 2013-06-30 | $264k | 3.1k | 86.33 |
| 2013-03-31 | $263k | 3.1k | 86.00 |
| 2012-12-31 | $225k | 3.1k | 73.58 |