JP Morgan Chase
UGI icon

JP Morgan Chase’s UGI UGI Stock Holding History

JP Morgan Chase’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-110,000
Closed -$4.08M – 7240
2022
Q4 		$4.08M Buy
+110,000
New +$3.98M ﹤0.01% 3000

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase reduced its UGI (UGI) stake by 3.8% in Q1 2026, selling an estimated $1.78M and leaving 1,187,798 shares worth $43.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

JP Morgan Chase first reported a position in UGI in Q2 2013 and has held it in 52 quarters since. The position peaked at $178M in Q2 2016. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • JP Morgan Chase held 1,187,798 shares of UGI worth $43.6M as of Q1 2026.
  • JP Morgan Chase sold 47,264 UGI shares in Q1 2026, an estimated $1.78M.
  • UGI made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1483 holding.
  • JP Morgan Chase first reported a position in UGI in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's UGI position peaked at $178M in Q2 2016.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

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