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 		$82M Buy
2,235,300
+1,457,500
+187% +$62.4M 0.01% 1086
2025
Q4 		$36M Sell
777,800
-771,100
-50% -$31.2M ﹤0.01% 1585
2025
Q3 		$63.5M Buy
1,548,900
+486,800
+46% +$18.9M ﹤0.01% 1258
2025
Q2 		$35.9M Sell
1,062,100
-710,200
-40% -$22M ﹤0.01% 1538
2025
Q1 		$54.3M Sell
1,772,300
-1,757,900
-50% -$58.6M ﹤0.01% 1267
2024
Q4 		$107M Sell
3,530,200
-1,275,000
-27% -$40.4M 0.01% 903
2024
Q3 		$149M Sell
4,805,200
-42,600
-0.9% -$1.28M 0.01% 797
2024
Q2 		$143M Buy
4,847,800
+1,472,700
+44% +$43.8M 0.01% 775
2024
Q1 		$104M Sell
3,375,100
-2,604,700
-44% -$76.9M 0.01% 925
2023
Q4 		$185M Sell
5,979,800
-1,175,200
-16% -$30.9M 0.02% 640
2023
Q3 		$176M Sell
7,155,000
-1,290,500
-15% -$30.1M 0.02% 593
2023
Q2 		$171M Buy
8,445,500
+1,115,200
+15% +$22.4M 0.02% 613
2023
Q1 		$156M Buy
7,330,300
+4,776,800
+187% +$99.7M 0.02% 615
2022
Q4 		$47.7M Sell
2,553,500
-2,209,100
-46% -$37.6M 0.01% 1140
2022
Q3 		$69.1M Sell
4,762,600
-10,800
-0.2% -$173K 0.01% 896
2022
Q2 		$77.4M Buy
4,773,400
+871,100
+22% +$15.3M 0.01% 853
2022
Q1 		$75.2M Buy
3,902,300
+1,274,600
+49% +$24.1M 0.01% 967
2021
Q4 		$47M Sell
2,627,700
-5,898,700
-69% -$104M 0.01% 1246
2021
Q3 		$136M Sell
8,526,400
-855,700
-9% -$13.9M 0.02% 724
2021
Q2 		$144M Buy
9,382,100
+165,800
+2% +$2.62M 0.02% 738
2021
Q1 		$143M Buy
9,216,300
+1,096,700
+14% +$16.9M 0.02% 696
2020
Q4 		$115M Sell
8,119,600
-3,380,500
-29% -$44.8M 0.02% 728
2020
Q3 		$127M Buy
11,500,100
+4,708,500
+69% +$56.4M 0.02% 617
2020
Q2 		$78.4M Buy
6,791,600
+98,200
+1% +$1.01M 0.02% 731
2020
Q1 		$62M Sell
6,693,400
-640,000
-9% -$7.38M 0.01% 725
2019
Q4 		$92.3M Sell
7,333,400
-3,904,200
-35% -$46.4M 0.02% 699
2019
Q3 		$127M Buy
11,237,600
+1,142,500
+11% +$12.9M 0.03% 583
2019
Q2 		$120M Buy
10,095,100
+383,800
+4% +$4.7M 0.02% 613
2019
Q1 		$118M Buy
9,711,300
+166,400
+2% +$2.11M 0.02% 596
2018
Q4 		$118M Sell
9,544,900
-4,723,980
-33% -$64.1M 0.03% 564
2018
Q3 		$224M Buy
+14,268,880
New +$224M 0.04% 419
2017
Q2 		– Sell
-74,562
Closed -$1.19M – 5231
2017
Q1 		$1.19M Hold
74,562
– – ﹤0.01% 3322
2016
Q4 		$1.17M Sell
74,562
-738,654
-91% -$11.1M ﹤0.01% 3358
2016
Q3 		$11.1M Sell
813,216
-69,442
-8% -$945K ﹤0.01% 1729
2016
Q2 		$11.4M Sell
882,658
-765,324
-46% -$11.7M ﹤0.01% 1750
2016
Q1 		$26.4M Buy
1,647,982
+338,518
+26% +$5.5M 0.01% 1158
2015
Q4 		$25.4M Sell
1,309,464
-7,078,039
-84% -$138M 0.01% 1172
2015
Q3 		$155M Buy
8,387,503
+2,786,703
+50% +$59.1M 0.04% 424
2015
Q2 		$119M Sell
5,600,800
-274,500
-5% -$5.73M 0.03% 542
2015
Q1 		$110M Buy
+5,875,300
New +$102M 0.03% 600

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.