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 | $221M | Buy |
843,500
+386,500
| +85% | +$115M | 0.01% | 657 |
|
|
2025
Q4 | $151M | Buy |
457,000
+87,400
| +24% | +$29.6M | 0.01% | 770 |
|
|
2025
Q3 | $128M | Buy |
369,600
+247,300
| +202% | +$74.8M | 0.01% | 871 |
|
|
2025
Q2 | $38.2M | Sell |
122,300
-25,700
| -17% | -$9.82M | ﹤0.01% | 1496 |
|
|
2025
Q1 | $77.5M | Sell |
148,000
-86,100
| -37% | -$44M | 0.01% | 1071 |
|
|
2024
Q4 | $118M | Sell |
234,100
-27,500
| -11% | -$15.6M | 0.01% | 854 |
|
|
2024
Q3 | $153M | Buy |
261,600
+126,100
| +93% | +$71.3M | 0.01% | 785 |
|
|
2024
Q2 | $69M | Buy |
135,500
+29,800
| +28% | +$14.6M | 0.01% | 1091 |
|
|
2024
Q1 | $52.3M | Sell |
105,700
-17,000
| -14% | -$8.64M | ﹤0.01% | 1260 |
|
|
2023
Q4 | $64.6M | Sell |
122,700
-96,400
| -44% | -$51.4M | 0.01% | 1089 |
|
|
2023
Q3 | $110M | Buy |
219,100
+45,500
| +26% | +$22.4M | 0.01% | 768 |
|
|
2023
Q2 | $83.4M | Sell |
173,600
-91,300
| -34% | -$44.6M | 0.01% | 914 |
|
|
2023
Q1 | $125M | Buy |
264,900
+160,900
| +155% | +$77.6M | 0.02% | 715 |
|
|
2022
Q4 | $55.1M | Buy |
104,000
+17,600
| +20% | +$9.32M | 0.01% | 1060 |
|
|
2022
Q3 | $43.6M | Buy |
86,400
+24,900
| +40% | +$13.1M | 0.01% | 1111 |
|
|
2022
Q2 | $31.6M | Buy |
61,500
+28,700
| +88% | +$14.4M | ﹤0.01% | 1297 |
|
|
2022
Q1 | $16.7M | Buy |
32,800
+200
| +0.6% | +$96.5K | ﹤0.01% | 1921 |
|
|
2021
Q4 | $16.4M | Hold |
32,600
| – | – | ﹤0.01% | 1983 |
|
|
2021
Q3 | $12.7M | Buy |
32,600
+1,300
| +4% | +$538K | ﹤0.01% | 2178 |
|
|
2021
Q2 | $12.5M | Buy |
31,300
+22,300
| +248% | +$8.89M | ﹤0.01% | 2237 |
|
|
2021
Q1 | $3.35M | Sell |
9,000
-80,000
| -90% | -$27.7M | ﹤0.01% | 3305 |
|
|
2020
Q4 | $31.2M | Buy |
89,000
+800
| +0.9% | +$268K | ﹤0.01% | 1313 |
|
|
2020
Q3 | $26.8M | Sell |
88,200
-1,900
| -2% | -$584K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $26.6M | Sell |
90,100
-45,500
| -34% | -$13M | 0.01% | 1197 |
|
|
2020
Q1 | $33.8M | Sell |
135,600
-348,000
| -72% | -$95.8M | 0.01% | 975 |
|
|
2019
Q4 | $142M | Buy |
483,600
+227,300
| +89% | +$59.5M | 0.03% | 543 |
|
|
2019
Q3 | $55.7M | Buy |
256,300
+44,300
| +21% | +$10.7M | 0.01% | 894 |
|
|
2019
Q2 | $52.2M | Buy |
212,000
+120,900
| +133% | +$29.1M | 0.01% | 930 |
|
|
2019
Q1 | $22.5M | Sell |
91,100
-34,900
| -28% | -$8.9M | ﹤0.01% | 1459 |
|
|
2018
Q4 | $31.4M | Buy |
126,000
+31,900
| +34% | +$8.43M | 0.01% | 1160 |
|
|
2018
Q3 | $25M | Buy |
94,100
+15,100
| +19% | +$3.93M | ﹤0.01% | 1488 |
|
|
2018
Q2 | $19.4M | Buy |
79,000
+68,000
| +618% | +$16.3M | ﹤0.01% | 1610 |
|
|
2018
Q1 | $2.35M | Sell |
11,000
-88,000
| -89% | -$20.1M | ﹤0.01% | 3154 |
|
|
2017
Q4 | $21.8M | Hold |
99,000
| – | – | ﹤0.01% | 1504 |
|
|
2017
Q3 | $19.4M | Hold |
99,000
| – | – | ﹤0.01% | 1515 |
|
|
2017
Q2 | $18.4M | Hold |
99,000
| – | – | ﹤0.01% | 1517 |
|
|
2017
Q1 | $16.2M | Sell |
99,000
-45,000
| -31% | -$7.37M | ﹤0.01% | 1600 |
|
|
2016
Q4 | $23M | Buy |
144,000
+59,354
| +70% | +$8.87M | 0.01% | 1375 |
|
|
2016
Q3 | $11.8M | Sell |
84,646
-75,000
| -47% | -$10.5M | ﹤0.01% | 1683 |
|
|
2016
Q2 | $22.5M | Sell |
159,646
-1,454
| -0.9% | -$194K | 0.01% | 1308 |
|
|
2016
Q1 | $20.8M | Buy |
161,100
+150,100
| +1,365% | +$17.8M | 0.01% | 1310 |
|
|
2015
Q4 | $1.29M | Hold |
11,000
| – | – | ﹤0.01% | 2996 |
|
|
2015
Q3 | $1.28M | Hold |
11,000
| – | – | ﹤0.01% | 2984 |
|
|
2015
Q2 | $1.34M | Sell |
11,000
-123,100
| -92% | -$14.6M | ﹤0.01% | 3127 |
|
|
2015
Q1 | $15.9M | Buy |
134,100
+98,300
| +275% | +$10.9M | ﹤0.01% | 1601 |
|
|
2014
Q4 | $3.62M | Sell |
35,800
-23,200
| -39% | -$2.2M | ﹤0.01% | 2614 |
|
|
2014
Q3 | $5.09M | Buy |
+59,000
| New | +$4.99M | ﹤0.01% | 2362 |
|
|
2014
Q1 | – | Sell |
-95,894
| Closed | -$7.22M | – | 3941 |
|
|
2013
Q4 | $7.22M | Buy |
95,894
+90,694
| +1,744% | +$6.52M | ﹤0.01% | 1943 |
|
|
2013
Q3 | $372K | Sell |
5,200
-7,800
| -60% | -$558K | ﹤0.01% | 3771 |
|
|
2013
Q2 | $851K | Buy |
+13,000
| New | +$809K | ﹤0.01% | 3352 |
|
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.