JP Morgan Chase
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JP Morgan Chase’s United Bankshares UBSI Stock Holding History

JP Morgan Chase’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Sell
351,935
-16,068
-4% -$703K ﹤0.01% 2378
2026
Q1 		$15M Sell
368,003
-115,078
-24% -$4.78M ﹤0.01% 2326
2025
Q4 		$18.6M Sell
483,081
-299,211
-38% -$11.1M ﹤0.01% 2129
2025
Q3 		$29.1M Buy
782,292
+307,159
+65% +$11.5M ﹤0.01% 1788
2025
Q2 		$17.3M Sell
475,133
-116,302
-20% -$4.08M ﹤0.01% 2064
2025
Q1 		$20.5M Sell
591,435
-239,339
-29% -$8.77M ﹤0.01% 1911
2024
Q4 		$31.2M Buy
830,774
+235,955
+40% +$9.29M ﹤0.01% 1638
2024
Q3 		$22.1M Buy
594,819
+52,949
+10% +$1.93M ﹤0.01% 1909
2024
Q2 		$17.6M Buy
541,870
+49,580
+10% +$1.64M ﹤0.01% 1974
2024
Q1 		$17.6M Sell
492,290
-96,589
-16% -$3.41M ﹤0.01% 1992
2023
Q4 		$22.1M Buy
588,879
+224,988
+62% +$7.15M ﹤0.01% 1769
2023
Q3 		$10M Sell
363,891
-98,226
-21% -$2.96M ﹤0.01% 2238
2023
Q2 		$13.7M Buy
462,117
+618
+0.1% +$19.5K ﹤0.01% 2013
2023
Q1 		$16.2M Buy
461,499
+117,958
+34% +$4.63M ﹤0.01% 1844
2022
Q4 		$13.9M Buy
343,541
+46,278
+16% +$1.88M ﹤0.01% 1959
2022
Q3 		$10.6M Sell
297,263
-17,645
-6% -$658K ﹤0.01% 2107
2022
Q2 		$11M Buy
314,908
+35,126
+13% +$1.23M ﹤0.01% 2071
2022
Q1 		$9.76M Sell
279,782
-8,479
-3% -$308K ﹤0.01% 2399
2021
Q4 		$10.5M Buy
288,261
+17,535
+6% +$645K ﹤0.01% 2415
2021
Q3 		$9.85M Sell
270,726
-42,347
-14% -$1.48M ﹤0.01% 2396
2021
Q2 		$11.4M Sell
313,073
-267,565
-46% -$10.5M ﹤0.01% 2314
2021
Q1 		$22.4M Sell
580,638
-328,574
-36% -$12.1M ﹤0.01% 1662
2020
Q4 		$29.5M Sell
909,212
-128,667
-12% -$3.63M ﹤0.01% 1348
2020
Q3 		$22M Sell
1,037,879
-27,762
-3% -$723K ﹤0.01% 1439
2020
Q2 		$29.5M Sell
1,065,641
-6,142
-0.6% -$165K 0.01% 1135
2020
Q1 		$24.7M Sell
1,071,783
-13,358
-1% -$419K 0.01% 1127
2019
Q4 		$42M Buy
1,085,141
+61,508
+6% +$2.37M 0.01% 1060
2019
Q3 		$38.8M Buy
1,023,633
+67,185
+7% +$2.49M 0.01% 1090
2019
Q2 		$35.2M Buy
956,448
+303,402
+46% +$11.4M 0.01% 1186
2019
Q1 		$23.7M Buy
653,046
+577,959
+770% +$20.8M ﹤0.01% 1432
2018
Q4 		$2.34M Buy
75,087
+8,300
+12% +$280K ﹤0.01% 3168
2018
Q3 		$2.43M Sell
66,787
-25,849
-28% -$980K ﹤0.01% 3320
2018
Q2 		$3.37M Buy
92,636
+27,603
+42% +$988K ﹤0.01% 2997
2018
Q1 		$2.29M Sell
65,033
-104,526
-62% -$3.78M ﹤0.01% 3172
2017
Q4 		$5.89M Buy
169,559
+163,435
+2,669% +$5.89M ﹤0.01% 2551
2017
Q3 		$229K Sell
6,124
-104,468
-94% -$3.68M ﹤0.01% 4070
2017
Q2 		$4.33M Buy
110,592
+110,028
+19,509% +$4.37M ﹤0.01% 2570
2017
Q1 		$24K Sell
564
-23,423
-98% -$1.03M ﹤0.01% 4690
2016
Q4 		$1.11M Sell
23,987
-45,082
-65% -$1.91M ﹤0.01% 3390
2016
Q3 		$2.6M Sell
69,069
-14,294
-17% -$547K ﹤0.01% 2649
2016
Q2 		$3.13M Buy
83,363
+55,121
+195% +$2.08M ﹤0.01% 2572
2016
Q1 		$1.04M Buy
28,242
+1,724
+7% +$60.5K ﹤0.01% 3056
2015
Q4 		$981K Buy
26,518
+3,813
+17% +$151K ﹤0.01% 3131
2015
Q3 		$862K Buy
22,705
+2,797
+14% +$110K ﹤0.01% 3188
2015
Q2 		$800K Buy
19,908
+2,193
+12% +$83.8K ﹤0.01% 3383
2015
Q1 		$666K Buy
17,715
+8,240
+87% +$301K ﹤0.01% 3412
2014
Q4 		$355K Buy
+9,475
New +$326K ﹤0.01% 3800
2014
Q3 		– Sell
-8,925
Closed -$288K – 4266
2014
Q2 		$288K Sell
8,925
-52,902
-86% -$1.61M ﹤0.01% 3288
2014
Q1 		$1.89M Sell
61,827
-63,963
-51% -$1.92M ﹤0.01% 2572
2013
Q4 		$3.96M Sell
125,790
-50,711
-29% -$1.55M ﹤0.01% 2322
2013
Q3 		$5.12M Sell
176,501
-21,289
-11% -$605K ﹤0.01% 2165
2013
Q2 		$5.23M Buy
+197,790
New +$5.1M ﹤0.01% 2109

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

JP Morgan Chase reduced its United Bankshares (UBSI) stake by 4.4% in Q2 2026, selling an estimated $703K and leaving 351,935 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

JP Morgan Chase first reported a position in UBSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $42M in Q4 2019. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • JP Morgan Chase held 351,935 shares of United Bankshares worth $16.4M as of Q2 2026.
  • JP Morgan Chase sold 16,068 United Bankshares shares in Q2 2026, an estimated $703K.
  • United Bankshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2378 holding.
  • JP Morgan Chase first reported a position in United Bankshares in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's United Bankshares position peaked at $42M in Q4 2019.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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