UAM
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UAS Asset Management’s JPMorgan Chase JPM Stock Holding History

UAS Asset Management’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
Q1 		– Sell
-1,339
Closed -$431K – 13
2025
Q4 		$431K Buy
+1,339
New +$415K 0.09% 16
2020
Q3 		– Sell
-31,104
Closed -$2.93M – 29
2020
Q2 		$2.93M Buy
+31,104
New +$2.95M 1.05% 13

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UAS Asset Management's JPM Position: Q1 2026 in Review

UAS Asset Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,339 shares — an estimated $431K sold.

UAS Asset Management first reported a position in JPM in Q2 2020 and held it in 2 quarters. The position peaked at $2.93M in Q2 2020. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • UAS Asset Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • UAS Asset Management sold 1,339 JPMorgan Chase shares in Q1 2026, an estimated $431K.
  • UAS Asset Management first reported a position in JPMorgan Chase in Q2 2020 and held it in 2 quarters.
  • UAS Asset Management's JPMorgan Chase position peaked at $2.93M in Q2 2020.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on UAS Asset Management's 13F filing for Q1 2026, filed 14 May 2026.