JP Morgan Chase
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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase increased its UGI (UGI) stake by 5.1% in Q2 2026, buying an estimated $2.13M and bringing the position to 1,248,079 shares worth $43.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

JP Morgan Chase first reported a position in UGI in Q2 2013 and has held it in 53 quarters since. The position peaked at $178M in Q2 2016. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • JP Morgan Chase held 1,248,079 shares of UGI worth $43.9M as of Q2 2026.
  • JP Morgan Chase bought 60,281 UGI shares in Q2 2026, an estimated $2.13M.
  • UGI made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1572 holding.
  • JP Morgan Chase first reported a position in UGI in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's UGI position peaked at $178M in Q2 2016.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

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