JP Morgan Chase
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JP Morgan Chase’s U-Haul Holding Co UHAL Stock Holding History

JP Morgan Chase’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$572K Buy
12,362
+1,897
+18% +$97.2K ﹤0.01% 4915
2025
Q4 		$528K Buy
10,465
+831
+9% +$44.2K ﹤0.01% 4984
2025
Q3 		$550K Buy
9,634
+939
+11% +$55.3K ﹤0.01% 4964
2025
Q2 		$527K Sell
8,695
-1,111
-11% -$69.5K ﹤0.01% 4751
2025
Q1 		$641K Sell
9,806
-10
-0.1% -$693 ﹤0.01% 4629
2024
Q4 		$678K Buy
9,816
+1,991
+25% +$144K ﹤0.01% 4887
2024
Q3 		$606K Sell
7,825
-1,702
-18% -$116K ﹤0.01% 4777
2024
Q2 		$588K Buy
9,527
+226
+2% +$14.7K ﹤0.01% 4600
2024
Q1 		$628K Sell
9,301
-620
-6% -$41K ﹤0.01% 4644
2023
Q4 		$712K Sell
9,921
-2,375
-19% -$135K ﹤0.01% 4554
2023
Q3 		$671K Buy
12,296
+3,324
+37% +$193K ﹤0.01% 4311
2023
Q2 		$496K Sell
8,972
-7,823
-47% -$459K ﹤0.01% 4500
2023
Q1 		$1M Buy
16,795
+10,322
+159% +$649K ﹤0.01% 4047
2022
Q4 		$390K Sell
6,473
-163,747
-96% -$9.42M ﹤0.01% 4670
2022
Q3 		$8.67M Buy
170,220
+13,070
+8% +$685K ﹤0.01% 2272
2022
Q2 		$7.52M Buy
157,150
+5,660
+4% +$293K ﹤0.01% 2398
2022
Q1 		$9.04M Buy
151,490
+23,190
+18% +$1.43M ﹤0.01% 2474
2021
Q4 		$9.32M Sell
128,300
-830
-0.6% -$59.8K ﹤0.01% 2512
2021
Q3 		$8.34M Sell
129,130
-21,250
-14% -$1.33M ﹤0.01% 2549
2021
Q2 		$8.86M Sell
150,380
-44,820
-23% -$2.63M ﹤0.01% 2534
2021
Q1 		$12M Buy
195,200
+136,810
+234% +$7.28M ﹤0.01% 2197
2020
Q4 		$2.65M Buy
58,390
+39,790
+214% +$1.59M ﹤0.01% 3279
2020
Q3 		$655K Sell
18,600
-34,430
-65% -$1.17M ﹤0.01% 3862
2020
Q2 		$1.6M Sell
53,030
-12,430
-19% -$364K ﹤0.01% 3247
2020
Q1 		$1.9M Buy
65,460
+5,880
+10% +$199K ﹤0.01% 3008
2019
Q4 		$2.24M Sell
59,580
-100,950
-63% -$3.83M ﹤0.01% 3309
2019
Q3 		$6.26M Sell
160,530
-34,630
-18% -$1.28M ﹤0.01% 2505
2019
Q2 		$7.34M Buy
195,160
+75,760
+63% +$2.89M ﹤0.01% 2343
2019
Q1 		$4.44M Buy
119,400
+1,610
+1% +$58.5K ﹤0.01% 2674
2018
Q4 		$3.87M Sell
117,790
-30,250
-20% -$1.02M ﹤0.01% 2776
2018
Q3 		$5.28M Sell
148,040
-55,190
-27% -$2.04M ﹤0.01% 2696
2018
Q2 		$7.24M Sell
203,230
-10,580
-5% -$368K ﹤0.01% 2400
2018
Q1 		$7.38M Sell
213,810
-243,050
-53% -$8.64M ﹤0.01% 2253
2017
Q4 		$17.3M Buy
456,860
+253,320
+124% +$9.47M ﹤0.01% 1687
2017
Q3 		$7.5M Sell
203,540
-27,350
-12% -$1.02M ﹤0.01% 2231
2017
Q2 		$8.45M Sell
230,890
-25,650
-10% -$930K ﹤0.01% 2089
2017
Q1 		$9.78M Sell
256,540
-4,280
-2% -$161K ﹤0.01% 1954
2016
Q4 		$9.64M Buy
260,820
+33,450
+15% +$1.15M ﹤0.01% 1936
2016
Q3 		$7.37M Sell
227,370
-63,110
-22% -$2.25M ﹤0.01% 1979
2016
Q2 		$10.9M Buy
290,480
+750
+0.3% +$27.1K ﹤0.01% 1774
2016
Q1 		$10.4M Buy
289,730
+178,170
+160% +$6.2M ﹤0.01% 1748
2015
Q4 		$4.34M Sell
111,560
-313,100
-74% -$12.7M ﹤0.01% 2303
2015
Q3 		$16.7M Sell
424,660
-23,960
-5% -$871K ﹤0.01% 1392
2015
Q2 		$14.7M Sell
448,620
-1,870
-0.4% -$61.1K ﹤0.01% 1621
2015
Q1 		$14.9M Sell
450,490
-59,220
-12% -$1.83M ﹤0.01% 1636
2014
Q4 		$14.5M Sell
509,710
-64,700
-11% -$1.75M ﹤0.01% 1692
2014
Q3 		$15M Sell
574,410
-13,390
-2% -$370K ﹤0.01% 1632
2014
Q2 		$17.1M Sell
587,800
-37,050
-6% -$979K ﹤0.01% 1437
2014
Q1 		$14.5M Sell
624,850
-240
-0% -$5.55K ﹤0.01% 1517
2013
Q4 		$14.9M Sell
625,090
-1,320
-0.2% -$28.4K ﹤0.01% 1520
2013
Q3 		$11.5M Buy
626,410
+1,930
+0.3% +$33.3K ﹤0.01% 1675
2013
Q2 		$10.1M Buy
+624,480
New +$10.4M ﹤0.01% 1676

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

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

JP Morgan Chase increased its U-Haul Holding Co (UHAL) stake by 18% in Q1 2026, buying an estimated $97.2K and bringing the position to 12,362 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #4915.

JP Morgan Chase first reported a position in UHAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.3M in Q4 2017. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • JP Morgan Chase held 12,362 shares of U-Haul Holding Co worth $572K as of Q1 2026.
  • JP Morgan Chase bought 1,897 U-Haul Holding Co shares in Q1 2026, an estimated $97.2K.
  • U-Haul Holding Co made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4915 holding.
  • JP Morgan Chase first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's U-Haul Holding Co position peaked at $17.3M in Q4 2017.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

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