JP Morgan Chase
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JP Morgan Chase’s Union Bankshares UNB Stock Holding History

JP Morgan Chase’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.8K Buy
1,479
+25
+2% +$603 ﹤0.01% 6327
2025
Q4 		$34.5K Sell
1,454
-234
-14% -$5.51K ﹤0.01% 6361
2025
Q3 		$41.8K Sell
1,688
-43
-2% -$1.15K ﹤0.01% 6295
2025
Q2 		$46.1K Buy
1,731
+1,726
+34,520% +$52.5K ﹤0.01% 5958
2025
Q1 		$157 Hold
5
– – ﹤0.01% 6827
2024
Q4 		$145 Hold
5
– – ﹤0.01% 6957
2024
Q3 		$130 Hold
5
– – ﹤0.01% 6969
2024
Q2 		$107 Hold
5
– – ﹤0.01% 6880
2024
Q1 		$153 Sell
5
-1,444
-100% -$44K ﹤0.01% 6850
2023
Q4 		$44.4K Buy
1,449
+1,444
+28,880% +$39.5K ﹤0.01% 6035
2023
Q3 		$112 Hold
5
– – ﹤0.01% 6897
2023
Q2 		$115 Hold
5
– – ﹤0.01% 6684
2023
Q1 		$0 Hold
5
– – ﹤0.01% 7244
2022
Q4 		$0 Hold
5
– – ﹤0.01% 7019
2022
Q3 		$0 Hold
5
– – ﹤0.01% 6873
2022
Q2 		$0 Hold
5
– – ﹤0.01% 6906
2022
Q1 		$0 Sell
5
-408
-99% -$12.7K ﹤0.01% 7045
2021
Q4 		$12K Sell
413
-2,316
-85% -$72.9K ﹤0.01% 6309
2021
Q3 		$87K Sell
2,729
-607
-18% -$20.3K ﹤0.01% 5639
2021
Q2 		$121K Buy
3,336
+1,711
+105% +$57.2K ﹤0.01% 5480
2021
Q1 		$49K Buy
1,625
+1,586
+4,067% +$43.9K ﹤0.01% 5538
2020
Q4 		$1K Buy
39
+34
+680% +$839 ﹤0.01% 5567
2020
Q3 		$0 Sell
5
-33
-87% -$629 ﹤0.01% 5794
2020
Q2 		$1K Sell
38
-6,549
-99% -$137K ﹤0.01% 5311
2020
Q1 		$148K Buy
6,587
+1,505
+30% +$45.9K ﹤0.01% 4388
2019
Q4 		$184K Buy
5,082
+3,806
+298% +$130K ﹤0.01% 4703
2019
Q3 		$40K Buy
1,276
+207
+19% +$6.55K ﹤0.01% 5250
2019
Q2 		$37K Sell
1,069
-53
-5% -$1.99K ﹤0.01% 5288
2019
Q1 		$51K Hold
1,122
– – ﹤0.01% 5127
2018
Q4 		$53K Buy
1,122
+220
+24% +$10.4K ﹤0.01% 5057
2018
Q3 		$48K Buy
902
+112
+14% +$5.89K ﹤0.01% 5209
2018
Q2 		$41K Buy
790
+6
+0.8% +$309 ﹤0.01% 5144
2018
Q1 		$40K Sell
784
-57
-7% -$2.97K ﹤0.01% 4890
2017
Q4 		$45K Buy
+841
New +$42.2K ﹤0.01% 4929
2017
Q2 		– Sell
-2,173
Closed -$93K – 5233
2017
Q1 		$93K Sell
2,173
-2,877
-57% -$121K ﹤0.01% 4356
2016
Q4 		$230K Buy
+5,050
New +$197K ﹤0.01% 4117

Other funds holding UNB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $776M AUM 26.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

JP Morgan Chase increased its Union Bankshares (UNB) stake by 1.7% in Q1 2026, buying an estimated $603 and bringing the position to 1,479 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6327.

JP Morgan Chase first reported a position in UNB in Q4 2016 and has held it in 36 quarters since. The position peaked at $230K in Q4 2016. 53 funds tracked by Wall St. Rank hold UNB as of Q1 2026.

  • JP Morgan Chase held 1,479 shares of Union Bankshares worth $35.8K as of Q1 2026.
  • JP Morgan Chase bought 25 Union Bankshares shares in Q1 2026, an estimated $603.
  • Union Bankshares made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6327 holding.
  • JP Morgan Chase first reported a position in Union Bankshares in Q4 2016 and has held it in 36 quarters since.
  • JP Morgan Chase's Union Bankshares position peaked at $230K in Q4 2016.
  • 53 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2026.

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