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
Q1 		– Sell
-800,000
Closed -$3.5M – 7920
2025
Q4 		$3.5M Buy
800,000
+375,000
+88% +$2.02M ﹤0.01% 3637
2025
Q3 		$2.59M Buy
425,000
+225,000
+113% +$1.18M ﹤0.01% 3884
2025
Q2 		$828K Buy
+200,000
New +$879K ﹤0.01% 4500
2025
Q1 		– Sell
-350,000
Closed -$2.05M – 7754
2024
Q4 		$2.05M Buy
+350,000
New +$2.28M ﹤0.01% 4141

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase's UWMC Position: Q1 2026 in Review

JP Morgan Chase reduced its UWM Holdings (UWMC) stake by 73% in Q1 2026, selling an estimated $213K and leaving 17,431 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6116.

JP Morgan Chase first reported a position in UWMC in Q3 2020 and has held it in 21 quarters since. The position peaked at $7.83M in Q3 2020. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • JP Morgan Chase held 17,431 shares of UWM Holdings worth $60.5K as of Q1 2026.
  • JP Morgan Chase sold 46,257 UWM Holdings shares in Q1 2026, an estimated $213K.
  • UWM Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6116 holding.
  • JP Morgan Chase first reported a position in UWM Holdings in Q3 2020 and has held it in 21 quarters since.
  • JP Morgan Chase's UWM Holdings position peaked at $7.83M in Q3 2020.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.