JP Morgan Chase’s Unum UNM Stock Holding History

JP Morgan Chase’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-64,400	Closed	-$2.52M	–	5955
2018 Q3	$2.52M	Buy	+64,400	New	+$2.4M	﹤0.01%	3300

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase's UNM Position: Q2 2026 in Review

JP Morgan Chase reduced its Unum (UNM) stake by 22% in Q2 2026, selling an estimated $12.3M and leaving 514,225 shares worth $46.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

JP Morgan Chase first reported a position in UNM in Q2 2013 and has held it in 53 quarters since. The position peaked at $386M in Q2 2015. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

JP Morgan Chase held 514,225 shares of Unum worth $46.7M as of Q2 2026.
JP Morgan Chase sold 148,986 Unum shares in Q2 2026, an estimated $12.3M.
Unum made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1529 holding.
JP Morgan Chase first reported a position in Unum in Q2 2013 and has held it in 53 quarters since.
JP Morgan Chase's Unum position peaked at $386M in Q2 2015.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.