Mitsubishi UFJ Asset Management (UK)’s JPMorgan Chase JPM Stock Holding History

Mitsubishi UFJ Asset Management (UK)’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.06M	Buy	18,500 +1,000	+6%	+$311K	2.81%	7
2026 Q1	$5.15M	Sell	17,500 -6,000	-26%	-$1.82M	2.66%	9
2025 Q4	$7.57M	Buy	23,500 +4,500	+24%	+$1.39M	3.69%	7
2025 Q3	$5.99M	Hold	19,000	–	–	2.89%	10
2025 Q2	$5.51M	Sell	19,000 -2,000	-10%	-$510K	2.87%	7
2025 Q1	$5.15M	Sell	21,000 -1,000	-5%	-$255K	2.8%	8
2024 Q4	$5.27M	Buy	22,000 +9,000	+69%	+$2.1M	2.33%	11
2024 Q3	$2.74M	Sell	13,000 -10,000	-43%	-$2.11M	1.41%	17
2024 Q2	$4.65M	Sell	23,000 -3,000	-12%	-$587K	2.4%	10
2024 Q1	$5.21M	Buy	26,000 +1,000	+4%	+$180K	2.64%	8
2023 Q4	$4.25M	Buy	25,000 +4,000	+19%	+$606K	2.33%	8
2023 Q3	$3.04M	Buy	21,000 +5,000	+31%	+$750K	2.14%	8
2023 Q2	$2.33M	Buy	16,000 +5,000	+45%	+$688K	1.5%	17
2023 Q1	$1.43M	Buy	11,000 +2,000	+22%	+$274K	0.93%	38
2022 Q4	$1.21M	Hold	9,000	–	–	0.84%	42
2022 Q3	$941K	Sell	9,000 -9,000	-50%	-$1.03M	0.73%	48
2022 Q2	$2.03M	Sell	18,000 -2,000	-10%	-$248K	1.17%	31
2022 Q1	$2.73M	Buy	20,000 +12,000	+150%	+$1.77M	1.23%	29
2021 Q4	$1.27M	Sell	8,000 -7,000	-47%	-$1.15M	0.54%	60
2021 Q3	$2.46M	Sell	15,000 -5,000	-25%	-$784K	1.04%	32
2021 Q2	$3.11M	Sell	20,000 -20,000	-50%	-$3.14M	1.35%	24
2021 Q1	$6.09M	Sell	40,000 -12,000	-23%	-$1.73M	2.69%	6
2020 Q4	$6.61M	Hold	52,000	–	–	2.96%	4
2020 Q3	$5.01M	Buy	52,000 +20,000	+63%	+$1.96M	2.46%	9
2020 Q2	$3.01M	Buy	+32,000	New	+$3.04M	1.62%	19
2019 Q4	–	Sell	-40,000	Closed	-$4.71M	–	86
2019 Q3	$4.71M	Buy	40,000 +15,000	+60%	+$1.7M	2.2%	3
2019 Q2	$2.79K	Sell	25,000 -10,000	-29%	-$1.1M	0.03%	27
2019 Q1	$3.54K	Sell	35,000 -10,000	-22%	-$1.03M	0.05%	14
2018 Q4	$4.39M	Sell	45,000 -5,000	-10%	-$533K	2.21%	7
2018 Q3	$5.64K	Buy	50,000 +5,000	+11%	+$568K	0.16%	9
2018 Q2	$4.69M	Buy	45,000 +5,000	+13%	+$548K	2.65%	6
2018 Q1	$4.4M	Sell	40,000 -8,000	-17%	-$906K	2.95%	3
2017 Q4	$5.13M	Buy	48,000 +6,900	+17%	+$699K	3.69%	2
2017 Q3	$3.92M	Sell	41,100 -10,000	-20%	-$922K	3.08%	2
2017 Q2	$4.67M	Buy	+51,100	New	+$4.41M	4.13%	1

Other funds holding JPM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK)'s JPM Position: Q2 2026 in Review

Mitsubishi UFJ Asset Management (UK) increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $311K and bringing the position to 18,500 shares worth $6.06M. The position accounts for 2.81% of the portfolio, ranked #7.

Mitsubishi UFJ Asset Management (UK) first reported a position in JPM in Q2 2017 and has held it in 35 quarters since. The position peaked at $7.57M in Q4 2025. 2,610 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Mitsubishi UFJ Asset Management (UK) held 18,500 shares of JPMorgan Chase worth $6.06M as of Q2 2026.
Mitsubishi UFJ Asset Management (UK) bought 1,000 JPMorgan Chase shares in Q2 2026, an estimated $311K.
JPMorgan Chase made up 2.81% of Mitsubishi UFJ Asset Management (UK)'s portfolio in Q2 2026, its #7 holding.
Mitsubishi UFJ Asset Management (UK) first reported a position in JPMorgan Chase in Q2 2017 and has held it in 35 quarters since.
Mitsubishi UFJ Asset Management (UK)'s JPMorgan Chase position peaked at $7.57M in Q4 2025.
2,610 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.