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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase reduced its United Bankshares (UBSI) stake by 24% in Q1 2026, selling an estimated $4.78M and leaving 368,003 shares worth $15M. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

JP Morgan Chase first reported a position in UBSI in Q2 2013 and has held it in 51 quarters since. The position peaked at $42M in Q4 2019. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • JP Morgan Chase held 368,003 shares of United Bankshares worth $15M as of Q1 2026.
  • JP Morgan Chase sold 115,078 United Bankshares shares in Q1 2026, an estimated $4.78M.
  • United Bankshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2326 holding.
  • JP Morgan Chase first reported a position in United Bankshares in Q2 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's United Bankshares position peaked at $42M in Q4 2019.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

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