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
Q1 | $239M | Buy |
914,700
+475,400
| +108% | +$142M | 0.02% | 623 |
|
|
2025
Q4 | $145M | Buy |
439,300
+116,700
| +36% | +$39.5M | 0.01% | 793 |
|
|
2025
Q3 | $111M | Sell |
322,600
-119,300
| -27% | -$36.1M | 0.01% | 937 |
|
|
2025
Q2 | $138M | Buy |
441,900
+220,200
| +99% | +$84.2M | 0.01% | 808 |
|
|
2025
Q1 | $116M | Buy |
221,700
+11,600
| +6% | +$5.93M | 0.01% | 874 |
|
|
2024
Q4 | $106M | Buy |
210,100
+150,500
| +253% | +$85.5M | 0.01% | 906 |
|
|
2024
Q3 | $34.8M | Buy |
59,600
+4,300
| +8% | +$2.43M | ﹤0.01% | 1576 |
|
|
2024
Q2 | $28.2M | Buy |
55,300
+28,300
| +105% | +$13.9M | ﹤0.01% | 1603 |
|
|
2024
Q1 | $13.4M | Sell |
27,000
-37,300
| -58% | -$19M | ﹤0.01% | 2227 |
|
|
2023
Q4 | $33.9M | Sell |
64,300
-7,500
| -10% | -$4M | ﹤0.01% | 1456 |
|
|
2023
Q3 | $36.2M | Buy |
71,800
+5,100
| +8% | +$2.51M | ﹤0.01% | 1275 |
|
|
2023
Q2 | $32.1M | Sell |
66,700
-179,900
| -73% | -$88M | ﹤0.01% | 1355 |
|
|
2023
Q1 | $117M | Buy |
246,600
+229,700
| +1,359% | +$111M | 0.01% | 733 |
|
|
2022
Q4 | $8.96M | Buy |
16,900
+12,200
| +260% | +$6.46M | ﹤0.01% | 2358 |
|
|
2022
Q3 | $2.37M | Sell |
4,700
-1,500
| -24% | -$789K | ﹤0.01% | 3331 |
|
|
2022
Q2 | $3.19M | Sell |
6,200
-700
| -10% | -$352K | ﹤0.01% | 3173 |
|
|
2022
Q1 | $3.52M | Buy |
6,900
+200
| +3% | +$96.5K | ﹤0.01% | 3295 |
|
|
2021
Q4 | $3.36M | Hold |
6,700
| – | – | ﹤0.01% | 3392 |
|
|
2021
Q3 | $2.62M | Buy |
6,700
+1,200
| +22% | +$497K | ﹤0.01% | 3562 |
|
|
2021
Q2 | $2.2M | Buy |
+5,500
| New | +$2.19M | ﹤0.01% | 3728 |
|
|
2021
Q1 | – | Sell |
-36,000
| Closed | -$12.6M | – | 6368 |
|
|
2020
Q4 | $12.6M | Buy |
36,000
+34,600
| +2,471% | +$11.6M | ﹤0.01% | 2017 |
|
|
2020
Q3 | $426K | Hold |
1,400
| – | – | ﹤0.01% | 4051 |
|
|
2020
Q2 | $413K | Sell |
1,400
-5,800
| -81% | -$1.66M | ﹤0.01% | 3931 |
|
|
2020
Q1 | $1.8M | Sell |
7,200
-157,100
| -96% | -$43.2M | ﹤0.01% | 3051 |
|
|
2019
Q4 | $48.3M | Buy |
164,300
+10,600
| +7% | +$2.77M | 0.01% | 982 |
|
|
2019
Q3 | $33.4M | Buy |
153,700
+30,000
| +24% | +$7.24M | 0.01% | 1199 |
|
|
2019
Q2 | $30.5M | Sell |
123,700
-73,800
| -37% | -$17.8M | 0.01% | 1264 |
|
|
2019
Q1 | $48.8M | Buy |
197,500
+59,500
| +43% | +$15.2M | 0.01% | 963 |
|
|
2018
Q4 | $34.4M | Buy |
138,000
+39,200
| +40% | +$10.4M | 0.01% | 1103 |
|
|
2018
Q3 | $26.3M | Buy |
98,800
+12,600
| +15% | +$3.28M | 0.01% | 1445 |
|
|
2018
Q2 | $21.1M | Buy |
86,200
+75,200
| +684% | +$18.1M | ﹤0.01% | 1538 |
|
|
2018
Q1 | $2.35M | Buy |
+11,000
| New | +$2.51M | ﹤0.01% | 3153 |
|
|
2017
Q4 | – | Sell |
-225,400
| Closed | -$44.2M | – | 5584 |
|
|
2017
Q3 | $44.2M | Sell |
225,400
-35,000
| -13% | -$6.76M | 0.01% | 1003 |
|
|
2017
Q2 | $48.3M | Buy |
260,400
+250,400
| +2,504% | +$43.9M | 0.01% | 923 |
|
|
2017
Q1 | $1.64M | Buy |
+10,000
| New | +$1.64M | ﹤0.01% | 3156 |
|
|
2016
Q4 | – | Sell |
-4,156
| Closed | -$582K | – | 5139 |
|
|
2016
Q3 | $582K | Sell |
4,156
-275,700
| -99% | -$38.6M | ﹤0.01% | 3350 |
|
|
2016
Q2 | $39.5M | Buy |
+279,856
| New | +$37.3M | 0.01% | 962 |
|
|
2016
Q1 | – | Sell |
-50,000
| Closed | -$5.88M | – | 4954 |
|
|
2015
Q4 | $5.88M | Sell |
50,000
-8,700
| -15% | -$1.02M | ﹤0.01% | 2120 |
|
|
2015
Q3 | $6.81M | Hold |
58,700
| – | – | ﹤0.01% | 2033 |
|
|
2015
Q2 | $7.16M | Sell |
58,700
-122,600
| -68% | -$14.5M | ﹤0.01% | 2157 |
|
|
2015
Q1 | $21.4M | Buy |
181,300
+160,100
| +755% | +$17.8M | ﹤0.01% | 1391 |
|
|
2014
Q4 | $2.14M | Sell |
21,200
-32,470
| -60% | -$3.08M | ﹤0.01% | 2922 |
|
|
2014
Q3 | $4.63M | Buy |
+53,670
| New | +$4.54M | ﹤0.01% | 2413 |
|
|
2014
Q1 | – | Sell |
-11,100
| Closed | -$836K | – | 3940 |
|
|
2013
Q4 | $836K | Sell |
11,100
-800
| -7% | -$57.5K | ﹤0.01% | 3234 |
|
|
2013
Q3 | $852K | Sell |
11,900
-49,200
| -81% | -$3.52M | ﹤0.01% | 3363 |
|
|
2013
Q2 | $4M | Buy |
+61,100
| New | +$3.8M | ﹤0.01% | 2285 |
|
Other funds holding UNH
VCM
VPM
JP Morgan Chase's UNH Position: Q1 2026 in Review
JP Morgan Chase increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $567M and bringing the position to 19,102,541 shares worth $5B. The position accounts for 0.32% of the portfolio, ranked #62.
JP Morgan Chase first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.4B in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- JP Morgan Chase held 19,102,541 shares of UnitedHealth worth $5B as of Q1 2026.
- JP Morgan Chase bought 1,903,448 UnitedHealth shares in Q1 2026, an estimated $567M.
- UnitedHealth made up 0.32% of JP Morgan Chase's portfolio in Q1 2026, its #62 holding.
- JP Morgan Chase first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- JP Morgan Chase's UnitedHealth position peaked at $15.4B in Q3 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.