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
2017
Q1 		– Sell
-37,896
Closed -$1.75M – 5244
2016
Q4 		$1.75M Buy
+37,896
New +$1.61M ﹤0.01% 3150

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 450 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.
  • 450 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.