UBS AM’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.5B | Buy |
18,698,779
+2,296,908
| +14% | +$697M | 1.14% | 11 |
|
|
2025
Q4 | $5.29B | Sell |
16,401,871
-232,398
| -1% | -$72M | 1.12% | 11 |
|
|
2025
Q3 | $5.25B | Sell |
16,634,269
-3,250,509
| -16% | -$967M | 1.14% | 10 |
|
|
2025
Q2 | $5.76B | Buy |
19,884,778
+1,443,734
| +8% | +$368M | 1.17% | 11 |
|
|
2025
Q1 | $4.52B | Buy |
18,441,044
+890,553
| +5% | +$227M | 1.16% | 10 |
|
|
2024
Q4 | $4.21B | Buy |
17,550,491
+2,465,572
| +16% | +$574M | 0.98% | 13 |
|
|
2024
Q3 | $3.18B | Buy |
15,084,919
+302,592
| +2% | +$63.7M | 0.82% | 15 |
|
|
2024
Q2 | $2.99B | Buy |
14,782,327
+3,162,536
| +27% | +$618M | 0.86% | 13 |
|
|
2024
Q1 | $2.33B | Sell |
11,619,791
-196,717
| -2% | -$35.5M | 0.83% | 15 |
|
|
2023
Q4 | $2.01B | Buy |
11,816,508
+404,802
| +4% | +$61.3M | 0.79% | 18 |
|
|
2023
Q3 | $1.65B | Buy |
11,411,706
+594,282
| +5% | +$89.1M | 0.74% | 18 |
|
|
2023
Q2 | $1.41B | Hold |
10,817,424
| – | – | 0.68% | 23 |
|
|
2023
Q1 | $1.41B | Sell |
10,817,424
-208,770
| -2% | -$28.6M | 0.68% | 23 |
|
|
2022
Q4 | $1.48B | Buy |
11,026,194
+612,776
| +6% | +$77.6M | 0.78% | 19 |
|
|
2022
Q3 | $1.09B | Buy |
10,413,418
+25,386
| +0.2% | +$2.91M | 0.61% | 23 |
|
|
2022
Q2 | $1.17B | Sell |
10,388,032
-919,271
| -8% | -$114M | 0.61% | 23 |
|
|
2022
Q1 | $1.54B | Sell |
11,307,303
-1,491,970
| -12% | -$220M | 0.66% | 19 |
|
|
2021
Q4 | $2.03B | Sell |
12,799,273
-2,941,873
| -19% | -$483M | 0.78% | 13 |
|
|
2021
Q3 | $2.58B | Buy |
15,741,146
+1,403,825
| +10% | +$220M | 1.07% | 9 |
|
|
2021
Q2 | $2.23B | Sell |
14,337,321
-87,183
| -0.6% | -$13.7M | 0.95% | 10 |
|
|
2021
Q1 | $2.2B | Buy |
14,424,504
+1,323,812
| +10% | +$190M | 0.97% | 10 |
|
|
2020
Q4 | $1.66B | Sell |
13,100,692
-2,104,380
| -14% | -$235M | 0.78% | 17 |
|
|
2020
Q3 | $1.46B | Buy |
15,205,072
+1,801,838
| +13% | +$177M | 0.79% | 18 |
|
|
2020
Q2 | $1.26B | Sell |
13,403,234
-1,478,773
| -10% | -$140M | 0.77% | 18 |
|
|
2020
Q1 | $1.34B | Buy |
14,882,007
+681,424
| +5% | +$82.8M | 0.96% | 13 |
|
|
2019
Q4 | $1.98B | Sell |
14,200,583
-1,237,937
| -8% | -$159M | 1.21% | 9 |
|
|
2019
Q3 | $1.82B | Buy |
15,438,520
+982,517
| +7% | +$111M | 1.22% | 8 |
|
|
2019
Q2 | $1.62B | Sell |
14,456,003
-349,939
| -2% | -$38.6M | 1.15% | 9 |
|
|
2019
Q1 | $1.5B | Sell |
14,805,942
-364,860
| -2% | -$37.6M | 1.11% | 10 |
|
|
2018
Q4 | $1.48B | Sell |
15,170,802
-366,451
| -2% | -$39M | 1.28% | 6 |
|
|
2018
Q3 | $1.75B | Sell |
15,537,253
-503,358
| -3% | -$57.1M | 1.3% | 6 |
|
|
2018
Q2 | $1.67B | Sell |
16,040,611
-353,194
| -2% | -$38.7M | 1.28% | 6 |
|
|
2018
Q1 | $1.8B | Buy |
16,393,805
+377,618
| +2% | +$42.8M | 1.42% | 6 |
|
|
2017
Q4 | $1.71B | Buy |
16,016,187
+262,688
| +2% | +$26.6M | 1.45% | 6 |
|
|
2017
Q3 | $1.5B | Buy |
15,753,499
+1,359,823
| +9% | +$125M | 1.37% | 6 |
|
|
2017
Q2 | $1.32B | Buy |
14,393,676
+970,419
| +7% | +$83.7M | 1.27% | 7 |
|
|
2017
Q1 | $1.18B | Buy |
13,423,257
+390,752
| +3% | +$34.5M | 1.2% | 8 |
|
|
2016
Q4 | $1.12B | Sell |
13,032,505
-270,588
| -2% | -$20.6M | 1.26% | 7 |
|
|
2016
Q3 | $886M | Buy |
13,303,093
+202,633
| +2% | +$13.2M | 0.95% | 10 |
|
|
2016
Q2 | $814M | Sell |
13,100,460
-68,246
| -0.5% | -$4.26M | 0.92% | 11 |
|
|
2016
Q1 | $780M | Buy |
13,168,706
+534,343
| +4% | +$31.2M | 0.9% | 13 |
|
|
2015
Q4 | $834M | Sell |
12,634,363
-1,363,076
| -10% | -$88.8M | 0.95% | 13 |
|
|
2015
Q3 | $853M | Sell |
13,997,439
-252,245
| -2% | -$16.5M | 0.94% | 12 |
|
|
2015
Q2 | $966M | Sell |
14,249,684
-204,302
| -1% | -$13.3M | 0.92% | 10 |
|
|
2015
Q1 | $876M | Sell |
14,453,986
-1,008,656
| -7% | -$59.7M | 0.84% | 12 |
|
|
2014
Q4 | $968M | Sell |
15,462,642
-202,928
| -1% | -$12.2M | 0.92% | 9 |
|
|
2014
Q3 | $944M | Buy |
15,665,570
+253,239
| +2% | +$14.8M | 0.94% | 9 |
|
|
2014
Q2 | $888M | Sell |
15,412,331
-527,782
| -3% | -$29.7M | 0.9% | 11 |
|
|
2014
Q1 | $968M | Sell |
15,940,113
-121,096
| -0.8% | -$7M | 1.03% | 8 |
|
|
2013
Q4 | $939M | Buy |
16,061,209
+542,117
| +3% | +$29.7M | 1.07% | 7 |
|
|
2013
Q3 | $802M | Sell |
15,519,092
-2,133,702
| -12% | -$114M | 0.99% | 9 |
|
|
2013
Q2 | $932M | Buy |
+17,652,794
| New | +$897M | 1.2% | 5 |
|
Other funds holding JPM
VCM
VPM
UBS AM's JPM Position: Q1 2026 in Review
UBS AM increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $697M and bringing the position to 18,698,779 shares worth $5.5B. The position accounts for 1.14% of the portfolio, ranked #11.
UBS AM first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.76B in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- UBS AM held 18,698,779 shares of JPMorgan Chase worth $5.5B as of Q1 2026.
- UBS AM bought 2,296,908 JPMorgan Chase shares in Q1 2026, an estimated $697M.
- JPMorgan Chase made up 1.14% of UBS AM's portfolio in Q1 2026, its #11 holding.
- UBS AM first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- UBS AM's JPMorgan Chase position peaked at $5.76B in Q2 2025.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.