JP Morgan Chase
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JP Morgan Chase’s ProShares Ultra Russell2000 UWM Stock Holding History

JP Morgan Chase’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27K Buy
+19
New +$1.13K ﹤0.01% 7296
2025
Q1 		– Sell
-3,100
Closed -$130K – 7753
2024
Q4 		$130K Sell
3,100
-2,100
-40% -$95K ﹤0.01% 5652
2024
Q3 		$223K Sell
5,200
-21
-0.4% -$856 ﹤0.01% 5358
2024
Q2 		$194K Sell
5,221
-139
-3% -$5.18K ﹤0.01% 5179
2024
Q1 		$219K Sell
5,360
-40
-0.7% -$1.48K ﹤0.01% 5302
2023
Q4 		$205K Sell
5,400
-100
-2% -$3.08K ﹤0.01% 5377
2023
Q3 		$166K Buy
5,500
+5,450
+10,900% +$187K ﹤0.01% 5179
2023
Q2 		$1.72K Buy
+50
New +$1.57K ﹤0.01% 6371
2022
Q2 		– Sell
-100
Closed -$5K – 6912
2022
Q1 		$5K Hold
100
– – ﹤0.01% 6329
2021
Q4 		$6K Buy
+100
New +$5.75K ﹤0.01% 6399
2021
Q3 		– Sell
-1,900
Closed -$114K – 6825
2021
Q2 		$114K Hold
1,900
– – ﹤0.01% 5495
2021
Q1 		$106K Sell
1,900
-2,100
-53% -$116K ﹤0.01% 5357
2020
Q4 		$179K Buy
+4,000
New +$144K ﹤0.01% 4846
2020
Q2 		– Sell
-2,042
Closed -$34K – 5718
2020
Q1 		$34K Buy
+2,042
New +$64.2K ﹤0.01% 4832

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $445M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

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

JP Morgan Chase opened a new position in ProShares Ultra Russell2000 (UWM) in Q2 2026: 19 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #7296 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in UWM as recently as Q4 2024.

JP Morgan Chase first reported a position in UWM in Q1 2020 and has held it in 14 quarters since. The position peaked at $223K in Q3 2024. 44 funds tracked by Wall St. Rank hold UWM as of Q2 2026.

  • JP Morgan Chase held 19 shares of ProShares Ultra Russell2000 worth $1.27K as of Q2 2026.
  • ProShares Ultra Russell2000 was a new JP Morgan Chase position in Q2 2026.
  • ProShares Ultra Russell2000 made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7296 holding.
  • JP Morgan Chase first reported a position in ProShares Ultra Russell2000 in Q1 2020 and has held it in 14 quarters since.
  • JP Morgan Chase's ProShares Ultra Russell2000 position peaked at $223K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q2 2026.

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