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	$840K	Buy	+400,000	New	+$1.24M	﹤0.01%	4795
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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.