JP Morgan Chase
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JP Morgan Chase’s Reaves Utility Income Fund UTG Stock Holding History

JP Morgan Chase’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196K Buy
4,793
+695
+17% +$29K ﹤0.01% 5636
2026
Q1 		$160K Buy
4,098
+542
+15% +$21.2K ﹤0.01% 5586
2025
Q4 		$130K Sell
3,556
-13
-0.4% -$494 ﹤0.01% 5753
2025
Q3 		$141K Buy
3,569
+3,341
+1,465% +$126K ﹤0.01% 5722
2025
Q2 		$8.25K Sell
228
-544
-70% -$18.2K ﹤0.01% 6345
2025
Q1 		$25.1K Buy
772
+722
+1,444% +$23.7K ﹤0.01% 6090
2024
Q4 		$1.58K Hold
50
– – ﹤0.01% 6672
2024
Q3 		$1.64K Sell
50
-17
-25% -$500 ﹤0.01% 6646
2024
Q2 		$1.83K Buy
67
+17
+34% +$463 ﹤0.01% 6543
2024
Q1 		$1.35K Hold
50
– – ﹤0.01% 6618
2023
Q4 		$1.34K Buy
+50
New +$1.28K ﹤0.01% 6794
2023
Q3 		– Sell
-50
Closed -$1.37K – 7750
2023
Q2 		$1.37K Sell
50
-1,459
-97% -$40.8K ﹤0.01% 6410
2023
Q1 		$43K Buy
1,509
+1,095
+264% +$31.4K ﹤0.01% 5756
2022
Q4 		$12K Buy
414
+364
+728% +$10.2K ﹤0.01% 6002
2022
Q3 		$1K Hold
50
– – ﹤0.01% 6377
2022
Q2 		$2K Hold
50
– – ﹤0.01% 6306
2022
Q1 		$2K Hold
50
– – ﹤0.01% 6440
2021
Q4 		$2K Hold
50
– – ﹤0.01% 6519
2021
Q3 		$2K Buy
+50
New +$1.76K ﹤0.01% 6349

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

JP Morgan Chase increased its Reaves Utility Income Fund (UTG) stake by 17% in Q2 2026, buying an estimated $29K and bringing the position to 4,793 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #5636.

JP Morgan Chase first reported a position in UTG in Q3 2021 and has held it in 19 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • JP Morgan Chase held 4,793 shares of Reaves Utility Income Fund worth $196K as of Q2 2026.
  • JP Morgan Chase bought 695 Reaves Utility Income Fund shares in Q2 2026, an estimated $29K.
  • Reaves Utility Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5636 holding.
  • JP Morgan Chase first reported a position in Reaves Utility Income Fund in Q3 2021 and has held it in 19 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

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