JP Morgan Chase
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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
Q1 		$52.4M Buy
1,429,100
+289,900
+25% +$12.4M ﹤0.01% 1372
2025
Q4 		$52.8M Sell
1,139,200
-1,519,300
-57% -$61.4M ﹤0.01% 1333
2025
Q3 		$109M Buy
2,658,500
+477,000
+22% +$18.5M 0.01% 948
2025
Q2 		$73.8M Sell
2,181,500
-493,100
-18% -$15.3M ﹤0.01% 1096
2025
Q1 		$81.9M Buy
2,674,600
+75,600
+3% +$2.52M 0.01% 1036
2024
Q4 		$78.8M Sell
2,599,000
-650,000
-20% -$20.6M 0.01% 1055
2024
Q3 		$100M Sell
3,249,000
-1,713,200
-35% -$51.5M 0.01% 952
2024
Q2 		$147M Buy
4,962,200
+2,208,800
+80% +$65.7M 0.01% 769
2024
Q1 		$84.6M Buy
2,753,400
+1,753,400
+175% +$51.8M 0.01% 1011
2023
Q4 		$30.9M Buy
1,000,000
+100,000
+11% +$2.63M ﹤0.01% 1508
2023
Q3 		$22.2M Hold
900,000
– – ﹤0.01% 1599
2023
Q2 		$18.2M Sell
900,000
-3,500,000
-80% -$70.4M ﹤0.01% 1772
2023
Q1 		$93.9M Buy
4,400,000
+4,000,000
+1,000% +$83.4M 0.01% 816
2022
Q4 		$7.47M Buy
400,000
+68,400
+21% +$1.16M ﹤0.01% 2503
2022
Q3 		$4.81M Sell
331,600
-285,900
-46% -$4.58M ﹤0.01% 2778
2022
Q2 		$10M Sell
617,500
-589,800
-49% -$10.3M ﹤0.01% 2154
2022
Q1 		$23.3M Buy
1,207,300
+259,200
+27% +$4.9M ﹤0.01% 1652
2021
Q4 		$16.9M Sell
948,100
-1,416,600
-60% -$24.9M ﹤0.01% 1955
2021
Q3 		$37.7M Sell
2,364,700
-695,500
-23% -$11.3M ﹤0.01% 1330
2021
Q2 		$46.9M Sell
3,060,200
-2,724,100
-47% -$43M 0.01% 1252
2021
Q1 		$89.8M Buy
5,784,300
+827,800
+17% +$12.7M 0.01% 901
2020
Q4 		$70M Buy
4,956,500
+1,190,500
+32% +$15.8M 0.01% 932
2020
Q3 		$41.5M Sell
3,766,000
-1,426,000
-27% -$17.1M 0.01% 1064
2020
Q2 		$59.9M Sell
5,192,000
-1,323,600
-20% -$13.6M 0.01% 824
2020
Q1 		$60.3M Buy
6,515,600
+1,920,500
+42% +$22.1M 0.01% 735
2019
Q4 		$57.8M Sell
4,595,100
-816,900
-15% -$9.72M 0.01% 891
2019
Q3 		$61.2M Buy
5,412,000
+3,214,300
+146% +$36.2M 0.01% 854
2019
Q2 		$26M Sell
2,197,700
-776,700
-26% -$9.52M 0.01% 1375
2019
Q1 		$36M Sell
2,974,400
-599,000
-17% -$7.59M 0.01% 1146
2018
Q4 		$44.2M Sell
3,573,400
-729,341
-17% -$9.89M 0.01% 960
2018
Q3 		$67.7M Buy
+4,302,741
New +$67.6M 0.01% 870
2016
Q4 		– Sell
-1,834,017
Closed -$25M – 5138
2016
Q3 		$25M Buy
1,834,017
+15,942
+0.9% +$217K 0.01% 1236
2016
Q2 		$23.6M Sell
1,818,075
-315,771
-15% -$4.82M 0.01% 1284
2016
Q1 		$34.2M Sell
2,133,846
-1,599,618
-43% -$26M 0.01% 1010
2015
Q4 		$72.3M Sell
3,733,464
-286,510
-7% -$5.59M 0.02% 663
2015
Q3 		$74.5M Buy
4,019,974
+685,274
+21% +$14.5M 0.02% 637
2015
Q2 		$70.7M Sell
3,334,700
-550,600
-14% -$11.5M 0.02% 742
2015
Q1 		$72.9M Buy
+3,885,300
New +$67.6M 0.02% 745

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase's UBS Position: Q1 2026 in Review

JP Morgan Chase reduced its UBS Group (UBS) stake by 32% in Q1 2026, selling an estimated $555M and leaving 27,434,247 shares worth $1.01B. The position accounts for 0.06% of the portfolio, ranked #266.

JP Morgan Chase first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.87B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • JP Morgan Chase held 27,434,247 shares of UBS Group worth $1.01B as of Q1 2026.
  • JP Morgan Chase sold 12,958,047 UBS Group shares in Q1 2026, an estimated $555M.
  • UBS Group made up 0.06% of JP Morgan Chase's portfolio in Q1 2026, its #266 holding.
  • JP Morgan Chase first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • JP Morgan Chase's UBS Group position peaked at $1.87B in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.