JP Morgan Chase’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.5B | Buy |
20,246,047
+1,143,506
| +6% | +$424M | 0.47% | 36 |
|
|
2026
Q1 | $5B | Buy |
19,102,541
+1,903,448
| +11% | +$567M | 0.32% | 62 |
|
|
2025
Q4 | $5.68B | Sell |
17,199,093
-1,355,553
| -7% | -$459M | 0.36% | 50 |
|
|
2025
Q3 | $6.41B | Sell |
18,554,646
-1,441,577
| -7% | -$436M | 0.38% | 44 |
|
|
2025
Q2 | $6.24B | Sell |
19,996,223
-6,297,614
| -24% | -$2.41B | 0.41% | 45 |
|
|
2025
Q1 | $13.8B | Buy |
26,293,837
+1,861,002
| +8% | +$951M | 1.01% | 11 |
|
|
2024
Q4 | $12.4B | Sell |
24,432,835
-1,917,447
| -7% | -$1.09B | 0.92% | 12 |
|
|
2024
Q3 | $15.4B | Buy |
26,350,282
+2,001,379
| +8% | +$1.13B | 1.17% | 9 |
|
|
2024
Q2 | $12.4B | Buy |
24,348,903
+508,295
| +2% | +$249M | 1.02% | 9 |
|
|
2024
Q1 | $11.8B | Sell |
23,840,608
-107,984
| -0.5% | -$54.9M | 1% | 10 |
|
|
2023
Q4 | $12.6B | Buy |
23,948,592
+624,974
| +3% | +$333M | 1.21% | 7 |
|
|
2023
Q3 | $11.8B | Buy |
23,323,618
+915,147
| +4% | +$450M | 1.3% | 8 |
|
|
2023
Q2 | $10.8B | Buy |
22,408,471
+2,544,077
| +13% | +$1.24B | 1.17% | 7 |
|
|
2023
Q1 | $9.39B | Sell |
19,864,394
-2,610,592
| -12% | -$1.26B | 1.14% | 6 |
|
|
2022
Q4 | $11.9B | Buy |
22,474,986
+130,971
| +0.6% | +$69.4M | 1.57% | 4 |
|
|
2022
Q3 | $11.3B | Buy |
22,344,015
+2,089,896
| +10% | +$1.1B | 1.62% | 5 |
|
|
2022
Q2 | $10.4B | Buy |
20,254,119
+3,498,084
| +21% | +$1.76B | 1.45% | 5 |
|
|
2022
Q1 | $8.55B | Buy |
16,756,035
+940,539
| +6% | +$454M | 1.03% | 10 |
|
|
2021
Q4 | $7.94B | Buy |
15,815,496
+748,575
| +5% | +$339M | 0.92% | 10 |
|
|
2021
Q3 | $5.89B | Buy |
15,066,921
+666,161
| +5% | +$276M | 0.73% | 14 |
|
|
2021
Q2 | $5.77B | Buy |
14,400,760
+748,263
| +5% | +$298M | 0.69% | 14 |
|
|
2021
Q1 | $5.08B | Sell |
13,652,497
-50,636
| -0.4% | -$17.5M | 0.68% | 14 |
|
|
2020
Q4 | $4.81B | Sell |
13,703,133
-1,335,077
| -9% | -$448M | 0.71% | 17 |
|
|
2020
Q3 | $4.57B | Sell |
15,038,210
-603,348
| -4% | -$185M | 0.77% | 17 |
|
|
2020
Q2 | $4.61B | Sell |
15,641,558
-1,843,730
| -11% | -$528M | 0.89% | 8 |
|
|
2020
Q1 | $4.36B | Buy |
17,485,288
+1,021,734
| +6% | +$281M | 1.02% | 7 |
|
|
2019
Q4 | $4.84B | Buy |
16,463,554
+979,979
| +6% | +$256M | 0.9% | 10 |
|
|
2019
Q3 | $3.36B | Buy |
15,483,575
+1,200,024
| +8% | +$290M | 0.67% | 20 |
|
|
2019
Q2 | $3.52B | Sell |
14,283,551
-1,075,110
| -7% | -$259M | 0.69% | 19 |
|
|
2019
Q1 | $3.8B | Sell |
15,358,661
-2,244,717
| -13% | -$572M | 0.78% | 12 |
|
|
2018
Q4 | $4.39B | Sell |
17,603,378
-2,389,910
| -12% | -$631M | 1.01% | 7 |
|
|
2018
Q3 | $5.32B | Sell |
19,993,288
-521,709
| -3% | -$136M | 1.02% | 6 |
|
|
2018
Q2 | $5.03B | Buy |
20,514,997
+569,983
| +3% | +$137M | 1.03% | 6 |
|
|
2018
Q1 | $4.27B | Sell |
19,945,014
-2,070,488
| -9% | -$473M | 0.91% | 9 |
|
|
2017
Q4 | $4.85B | Sell |
22,015,502
-906,981
| -4% | -$192M | 1.02% | 6 |
|
|
2017
Q3 | $4.5B | Sell |
22,922,483
-1,990,712
| -8% | -$385M | 0.99% | 6 |
|
|
2017
Q2 | $4.62B | Buy |
24,913,195
+256,478
| +1% | +$45M | 1.06% | 5 |
|
|
2017
Q1 | $4.04B | Buy |
24,656,717
+431,322
| +2% | +$70.6M | 0.92% | 7 |
|
|
2016
Q4 | $3.88B | Buy |
24,225,395
+974,085
| +4% | +$146M | 0.93% | 8 |
|
|
2016
Q3 | $3.26B | Buy |
23,251,310
+3,236,287
| +16% | +$453M | 0.8% | 12 |
|
|
2016
Q2 | $2.83B | Sell |
20,015,023
-1,688,417
| -8% | -$225M | 0.7% | 17 |
|
|
2016
Q1 | $2.8B | Buy |
21,703,440
+457,846
| +2% | +$54.2M | 0.72% | 14 |
|
|
2015
Q4 | $2.5B | Buy |
21,245,594
+1,867,322
| +10% | +$218M | 0.63% | 22 |
|
|
2015
Q3 | $2.25B | Sell |
19,378,272
-3,400,836
| -15% | -$407M | 0.6% | 24 |
|
|
2015
Q2 | $2.78B | Sell |
22,779,108
-817,130
| -3% | -$96.7M | 0.66% | 18 |
|
|
2015
Q1 | $2.79B | Sell |
23,596,238
-2,999,304
| -11% | -$333M | 0.64% | 18 |
|
|
2014
Q4 | $2.69B | Sell |
26,595,542
-2,837,236
| -10% | -$269M | 0.61% | 18 |
|
|
2014
Q3 | $2.54B | Sell |
29,432,778
-1,826,439
| -6% | -$154M | 0.6% | 21 |
|
|
2014
Q2 | $2.56B | Buy |
31,259,217
+3,049,069
| +11% | +$240M | 0.65% | 19 |
|
|
2014
Q1 | $2.31B | Sell |
28,210,148
-4,749,162
| -14% | -$357M | 0.64% | 20 |
|
|
2013
Q4 | $2.48B | Buy |
32,959,310
+4,045,348
| +14% | +$291M | 0.7% | 16 |
|
|
2013
Q3 | $2.07B | Buy |
28,913,962
+1,777,474
| +7% | +$127M | 0.61% | 21 |
|
|
2013
Q2 | $1.78B | Buy |
+27,136,488
| New | +$1.69B | 0.57% | 24 |
|
Other funds holding UNH
JP Morgan Chase's UNH Position: Q2 2026 in Review
JP Morgan Chase increased its UnitedHealth (UNH) stake by 6% in Q2 2026, buying an estimated $424M and bringing the position to 20,246,047 shares worth $8.5B. The position accounts for 0.47% of the portfolio, ranked #36.
JP Morgan Chase first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.4B in Q3 2024. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- JP Morgan Chase held 20,246,047 shares of UnitedHealth worth $8.5B as of Q2 2026.
- JP Morgan Chase bought 1,143,506 UnitedHealth shares in Q2 2026, an estimated $424M.
- UnitedHealth made up 0.47% of JP Morgan Chase's portfolio in Q2 2026, its #36 holding.
- JP Morgan Chase first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- JP Morgan Chase's UnitedHealth position peaked at $15.4B in Q3 2024.
- 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.