JP Morgan Chase’s UBS Group UBS Stock Holding History

JP Morgan Chase’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47B	Buy	29,666,939 +2,232,692	+8%	+$102M	0.08%	219
2026 Q1	$1.01B	Sell	27,434,247 -12,958,047	-32%	-$555M	0.06%	266
2025 Q4	$1.87B	Buy	40,392,294 +5,615,450	+16%	+$227M	0.12%	179
2025 Q3	$1.43B	Buy	34,776,844 +3,215,721	+10%	+$125M	0.09%	221
2025 Q2	$1.07B	Sell	31,561,123 -1,108,874	-3%	-$34.3M	0.07%	251
2025 Q1	$1B	Buy	32,669,997 +6,196,422	+23%	+$207M	0.07%	242
2024 Q4	$803M	Sell	26,473,575 -24,607,513	-48%	-$780M	0.06%	286
2024 Q3	$1.58B	Buy	51,081,088 +8,416,240	+20%	+$253M	0.12%	179
2024 Q2	$1.26B	Buy	42,664,848 +808,178	+2%	+$24M	0.1%	195
2024 Q1	$1.29B	Buy	41,856,670 +24,705,876	+144%	+$730M	0.11%	188
2023 Q4	$530M	Sell	17,150,794 -5,183,370	-23%	-$136M	0.05%	341
2023 Q3	$551M	Buy	22,334,164 +2,052,954	+10%	+$48M	0.06%	290
2023 Q2	$411M	Buy	20,281,210 +9,661,130	+91%	+$194M	0.04%	353
2023 Q1	$227M	Sell	10,620,080 -11,001,157	-51%	-$230M	0.03%	509
2022 Q4	$404M	Buy	21,621,237 +4,518,549	+26%	+$76.8M	0.05%	337
2022 Q3	$248M	Sell	17,102,688 -1,331,248	-7%	-$21.3M	0.04%	424
2022 Q2	$299M	Sell	18,433,936 -1,415,168	-7%	-$24.8M	0.04%	402
2022 Q1	$383M	Sell	19,849,104 -1,792,264	-8%	-$33.9M	0.05%	373
2021 Q4	$387M	Sell	21,641,368 -6,179,369	-22%	-$109M	0.04%	408
2021 Q3	$443M	Buy	27,820,737 +6,887,736	+33%	+$112M	0.05%	341
2021 Q2	$321M	Buy	20,933,001 +4,284,436	+26%	+$67.7M	0.04%	464
2021 Q1	$259M	Sell	16,648,565 -3,721,476	-18%	-$57.2M	0.03%	493
2020 Q4	$288M	Buy	20,370,041 +365,144	+2%	+$4.83M	0.04%	430
2020 Q3	$220M	Buy	20,004,897 +4,731,536	+31%	+$56.7M	0.04%	449
2020 Q2	$176M	Buy	15,273,361 +1,502,099	+11%	+$15.5M	0.03%	480
2020 Q1	$128M	Buy	13,771,262 +717,918	+5%	+$8.27M	0.03%	498
2019 Q4	$164M	Sell	13,053,344 -8,125,870	-38%	-$96.6M	0.03%	494
2019 Q3	$240M	Buy	21,179,214 +8,167,593	+63%	+$91.9M	0.05%	384
2019 Q2	$154M	Sell	13,011,621 -589,185	-4%	-$7.22M	0.03%	530
2019 Q1	$165M	Sell	13,600,806 -10,777,271	-44%	-$137M	0.03%	495
2018 Q4	$302M	Sell	24,378,077 -18,087,173	-43%	-$245M	0.07%	294
2018 Q3	$668M	Buy	42,465,250 +9,760,996	+30%	+$153M	0.13%	168
2018 Q2	$502M	Sell	32,704,254 -6,901,752	-17%	-$112M	0.1%	205
2018 Q1	$699M	Buy	39,606,006 +2,196,361	+6%	+$41.8M	0.15%	151
2017 Q4	$688M	Buy	37,409,645 +1,754,930	+5%	+$30.5M	0.14%	148
2017 Q3	$605M	Sell	35,654,715 -4,870,730	-12%	-$83.3M	0.13%	162
2017 Q2	$688M	Sell	40,525,445 -2,789,816	-6%	-$45.4M	0.16%	139
2017 Q1	$691M	Buy	43,315,261 +1,805,985	+4%	+$29.1M	0.16%	138
2016 Q4	$650M	Buy	41,509,276 +8,587,386	+26%	+$129M	0.16%	141
2016 Q3	$448M	Sell	32,921,890 -1,436,588	-4%	-$19.6M	0.11%	209
2016 Q2	$445M	Sell	34,358,478 -9,518,544	-22%	-$145M	0.11%	210
2016 Q1	$703M	Sell	43,877,022 -10,812,917	-20%	-$176M	0.18%	135
2015 Q4	$1.06B	Sell	54,689,939 -1,790,220	-3%	-$34.9M	0.27%	74
2015 Q3	$1.05B	Buy	56,480,159 +7,299,165	+15%	+$155M	0.28%	70
2015 Q2	$1.04B	Buy	49,180,994 +15,572,365	+46%	+$325M	0.25%	78
2015 Q1	$631M	Sell	33,608,629 -332,289	-1%	-$5.78M	0.14%	165
2014 Q4	$579M	Buy	+33,940,918	New	+$581M	0.13%	177

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase's UBS Position: Q2 2026 in Review

JP Morgan Chase increased its UBS Group (UBS) stake by 8.1% in Q2 2026, buying an estimated $102M and bringing the position to 29,666,939 shares worth $1.47B. The position accounts for 0.08% of the portfolio, ranked #219.

JP Morgan Chase first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.87B in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

JP Morgan Chase held 29,666,939 shares of UBS Group worth $1.47B as of Q2 2026.
JP Morgan Chase bought 2,232,692 UBS Group shares in Q2 2026, an estimated $102M.
UBS Group made up 0.08% of JP Morgan Chase's portfolio in Q2 2026, its #219 holding.
JP Morgan Chase first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
JP Morgan Chase's UBS Group position peaked at $1.87B in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.