JP Morgan Chase
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JP Morgan Chase’s UWM Holdings UWMC Stock Holding History

JP Morgan Chase’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.8K Buy
19,437
+2,006
+12% +$6.23K ﹤0.01% 6502
2026
Q1 		$60.5K Sell
17,431
-46,257
-73% -$213K ﹤0.01% 6116
2025
Q4 		$279K Buy
63,688
+40,002
+169% +$215K ﹤0.01% 5353
2025
Q3 		$144K Buy
23,686
+21,248
+872% +$111K ﹤0.01% 5709
2025
Q2 		$10.1K Buy
2,438
+1,639
+205% +$7.21K ﹤0.01% 6313
2025
Q1 		$4.36K Buy
799
+438
+121% +$2.66K ﹤0.01% 6447
2024
Q4 		$2.12K Sell
361
-83,921
-100% -$546K ﹤0.01% 6634
2024
Q3 		$718K Sell
84,282
-63,720
-43% -$537K ﹤0.01% 4683
2024
Q2 		$1.03M Sell
148,002
-102,960
-41% -$707K ﹤0.01% 4263
2024
Q1 		$1.82M Buy
250,962
+250,818
+174,179% +$1.69M ﹤0.01% 3918
2023
Q4 		$1.04K Sell
144
-469
-77% -$2.65K ﹤0.01% 6829
2023
Q3 		$2.97K Hold
613
– – ﹤0.01% 6469
2023
Q2 		$3.43K Sell
613
-5,806
-90% -$31.3K ﹤0.01% 6247
2023
Q1 		$32K Sell
6,419
-24,995
-80% -$110K ﹤0.01% 5854
2022
Q4 		$104K Buy
31,414
+25,075
+396% +$94K ﹤0.01% 5343
2022
Q3 		$19K Sell
6,339
-307
-5% -$1.13K ﹤0.01% 5823
2022
Q2 		$24K Sell
6,646
-875
-12% -$3.35K ﹤0.01% 5853
2022
Q1 		$34K Sell
7,521
-1,822
-20% -$8.79K ﹤0.01% 5927
2021
Q4 		$55K Buy
9,343
+793
+9% +$5.35K ﹤0.01% 5904
2021
Q3 		$59K Sell
8,550
-13,398
-61% -$99.8K ﹤0.01% 5782
2021
Q2 		$185K Buy
+21,948
New +$184K ﹤0.01% 5290
2020
Q4 		– Sell
-749,600
Closed -$7.83M – 5946
2020
Q3 		$7.83M Buy
+749,600
New +$7.91M ﹤0.01% 2221

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

JP Morgan Chase increased its UWM Holdings (UWMC) stake by 12% in Q2 2026, buying an estimated $6.23K and bringing the position to 19,437 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6502.

JP Morgan Chase first reported a position in UWMC in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.83M in Q3 2020. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • JP Morgan Chase held 19,437 shares of UWM Holdings worth $40.8K as of Q2 2026.
  • JP Morgan Chase bought 2,006 UWM Holdings shares in Q2 2026, an estimated $6.23K.
  • UWM Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6502 holding.
  • JP Morgan Chase first reported a position in UWM Holdings in Q3 2020 and has held it in 22 quarters since.
  • JP Morgan Chase's UWM Holdings position peaked at $7.83M in Q3 2020.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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