JP Morgan Chase’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.19M | Sell |
94,350
-41,213
| -30% | -$1.39M | ﹤0.01% | 3723 |
|
|
2025
Q4 | $4.44M | Sell |
135,563
-2,561
| -2% | -$80.2K | ﹤0.01% | 3418 |
|
|
2025
Q3 | $4.15M | Buy |
138,124
+10,935
| +9% | +$336K | ﹤0.01% | 3524 |
|
|
2025
Q2 | $3.82M | Sell |
127,189
-23,312
| -15% | -$679K | ﹤0.01% | 3395 |
|
|
2025
Q1 | $4.27M | Buy |
150,501
+11,399
| +8% | +$337K | ﹤0.01% | 3293 |
|
|
2024
Q4 | $4.1M | Buy |
139,102
+35,571
| +34% | +$1.06M | ﹤0.01% | 3527 |
|
|
2024
Q3 | $2.91M | Buy |
103,531
+40,545
| +64% | +$1.08M | ﹤0.01% | 3666 |
|
|
2024
Q2 | $1.44M | Sell |
62,986
-31,799
| -34% | -$672K | ﹤0.01% | 4020 |
|
|
2024
Q1 | $1.97M | Buy |
94,785
+34,734
| +58% | +$706K | ﹤0.01% | 3857 |
|
|
2023
Q4 | $1.32M | Sell |
60,051
-74,821
| -55% | -$1.4M | ﹤0.01% | 4146 |
|
|
2023
Q3 | $2.34M | Buy |
134,872
+3,515
| +3% | +$64.7K | ﹤0.01% | 3439 |
|
|
2023
Q2 | $2.37M | Buy |
131,357
+4,658
| +4% | +$91.2K | ﹤0.01% | 3413 |
|
|
2023
Q1 | $3.01M | Buy |
126,699
+91,564
| +261% | +$2.42M | ﹤0.01% | 3230 |
|
|
2022
Q4 | $918K | Buy |
35,135
+14,988
| +74% | +$402K | ﹤0.01% | 4106 |
|
|
2022
Q3 | $474K | Buy |
20,147
+1,174
| +6% | +$29.7K | ﹤0.01% | 4501 |
|
|
2022
Q2 | $482K | Sell |
18,973
-5,296
| -22% | -$136K | ﹤0.01% | 4593 |
|
|
2022
Q1 | $650K | Sell |
24,269
-15,694
| -39% | -$461K | ﹤0.01% | 4533 |
|
|
2021
Q4 | $1.2M | Sell |
39,963
-30,288
| -43% | -$881K | ﹤0.01% | 4249 |
|
|
2021
Q3 | $1.92M | Sell |
70,251
-22,115
| -24% | -$593K | ﹤0.01% | 3825 |
|
|
2021
Q2 | $2.44M | Sell |
92,366
-34,143
| -27% | -$959K | ﹤0.01% | 3653 |
|
|
2021
Q1 | $3.62M | Buy |
126,509
+37,557
| +42% | +$952K | ﹤0.01% | 3244 |
|
|
2020
Q4 | $1.83M | Buy |
88,952
+63,044
| +243% | +$1.13M | ﹤0.01% | 3545 |
|
|
2020
Q3 | $373K | Sell |
25,908
-7,219
| -22% | -$112K | ﹤0.01% | 4111 |
|
|
2020
Q2 | $535K | Sell |
33,127
-31,248
| -49% | -$501K | ﹤0.01% | 3822 |
|
|
2020
Q1 | $1.05M | Buy |
64,375
+41,682
| +184% | +$954K | ﹤0.01% | 3369 |
|
|
2019
Q4 | $607K | Buy |
22,693
+10,606
| +88% | +$274K | ﹤0.01% | 4138 |
|
|
2019
Q3 | $308K | Buy |
12,087
+1,529
| +14% | +$39.6K | ﹤0.01% | 4413 |
|
|
2019
Q2 | $271K | Sell |
10,558
-314
| -3% | -$7.88K | ﹤0.01% | 4538 |
|
|
2019
Q1 | $266K | Sell |
10,872
-11,021
| -50% | -$269K | ﹤0.01% | 4499 |
|
|
2018
Q4 | $472K | Sell |
21,893
-10,157
| -32% | -$247K | ﹤0.01% | 4154 |
|
|
2018
Q3 | $847K | Buy |
32,050
+14,266
| +80% | +$397K | ﹤0.01% | 4012 |
|
|
2018
Q2 | $489K | Buy |
17,784
+7,332
| +70% | +$210K | ﹤0.01% | 4183 |
|
|
2018
Q1 | $290K | Buy |
10,452
+2,195
| +27% | +$61.5K | ﹤0.01% | 4228 |
|
|
2017
Q4 | $232K | Sell |
8,257
-3,596
| -30% | -$106K | ﹤0.01% | 4365 |
|
|
2017
Q3 | $382K | Sell |
11,853
-20,870
| -64% | -$623K | ﹤0.01% | 3916 |
|
|
2017
Q2 | $980K | Sell |
32,723
-41,001
| -56% | -$1.18M | ﹤0.01% | 3437 |
|
|
2017
Q1 | $1.91M | Sell |
73,724
-5,043
| -6% | -$141K | ﹤0.01% | 3065 |
|
|
2016
Q4 | $2.43M | Buy |
78,767
+49,765
| +172% | +$1.33M | ﹤0.01% | 2942 |
|
|
2016
Q3 | $678K | Buy |
29,002
+28,113
| +3,162% | +$627K | ﹤0.01% | 3296 |
|
|
2016
Q2 | $19K | Sell |
889
-44
| -5% | -$875 | ﹤0.01% | 4237 |
|
|
2016
Q1 | $18K | Hold |
933
| – | – | ﹤0.01% | 4114 |
|
|
2015
Q4 | $19K | Buy |
+933
| New | +$18.9K | ﹤0.01% | 4088 |
|
|
2014
Q3 | – | Sell |
-24,840
| Closed | -$514K | – | 4268 |
|
|
2014
Q2 | $514K | Sell |
24,840
-700
| -3% | -$14K | ﹤0.01% | 3102 |
|
|
2014
Q1 | $525K | Sell |
25,540
-5,970
| -19% | -$116K | ﹤0.01% | 3119 |
|
|
2013
Q4 | $652K | Sell |
31,510
-12,794
| -29% | -$255K | ﹤0.01% | 3342 |
|
|
2013
Q3 | $835K | Buy |
44,304
+26,170
| +144% | +$517K | ﹤0.01% | 3370 |
|
|
2013
Q2 | $346K | Buy |
+18,134
| New | +$321K | ﹤0.01% | 3761 |
|
Other funds holding UVSP
VCM
JP Morgan Chase's UVSP Position: Q1 2026 in Review
JP Morgan Chase reduced its Univest Financial (UVSP) stake by 30% in Q1 2026, selling an estimated $1.39M and leaving 94,350 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3723.
JP Morgan Chase first reported a position in UVSP in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.44M in Q4 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- JP Morgan Chase held 94,350 shares of Univest Financial worth $3.19M as of Q1 2026.
- JP Morgan Chase sold 41,213 Univest Financial shares in Q1 2026, an estimated $1.39M.
- Univest Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3723 holding.
- JP Morgan Chase first reported a position in Univest Financial in Q2 2013 and has held it in 47 quarters since.
- JP Morgan Chase's Univest Financial position peaked at $4.44M in Q4 2025.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.