JP Morgan Chase
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JP Morgan Chase’s United-Guardian UG Stock Holding History

JP Morgan Chase’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$54 – 7657
2025
Q1 		$54 Sell
6
-1
-14% -$10 ﹤0.01% 6976
2024
Q4 		$68 Hold
7
– – ﹤0.01% 7067
2024
Q3 		$111 Hold
7
– – ﹤0.01% 6988
2024
Q2 		$63 Hold
7
– – ﹤0.01% 6979
2024
Q1 		$54 Buy
7
+2
+40% +$16 ﹤0.01% 7019
2023
Q4 		$36 Buy
5
+1
+25% +$7 ﹤0.01% 7252
2023
Q3 		$30 Buy
+4
New +$31 ﹤0.01% 7095
2020
Q4 		– Sell
-1
Closed – – 5941
2020
Q3 		$0 Hold
1
– – ﹤0.01% 5791
2020
Q2 		$0 Buy
+1
New +$15 ﹤0.01% 5711
2020
Q1 		– Sell
-100
Closed -$2K – 5742
2019
Q4 		$2K Hold
100
– – ﹤0.01% 5542
2019
Q3 		$2K Hold
100
– – ﹤0.01% 5632
2019
Q2 		$2K Buy
+100
New +$1.93K ﹤0.01% 5691

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's UG Position: Q2 2025 in Review

JP Morgan Chase sold out of United-Guardian (UG) in Q2 2025, closing a stake of 6 shares — an estimated $54 sold.

JP Morgan Chase first reported a position in UG in Q2 2019 and held it in 12 quarters. The position peaked at $2K in Q4 2019. 32 funds tracked by Wall St. Rank hold UG as of Q2 2025.

  • JP Morgan Chase reported no remaining United-Guardian position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 6 United-Guardian shares in Q2 2025, an estimated $54.
  • JP Morgan Chase first reported a position in United-Guardian in Q2 2019 and held it in 12 quarters.
  • JP Morgan Chase's United-Guardian position peaked at $2K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held United-Guardian as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.