UBS Group’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 | $5.62B | Buy |
19,111,750
+216,115
| +1% | +$65.6M | 0.84% | 9 |
|
|
2025
Q4 | $6.09B | Sell |
18,895,635
-665,611
| -3% | -$206M | 0.99% | 11 |
|
|
2025
Q3 | $6.17B | Sell |
19,561,246
-875,381
| -4% | -$260M | 0.97% | 8 |
|
|
2025
Q2 | $5.92B | Sell |
20,436,627
-1,529,846
| -7% | -$390M | 1.03% | 8 |
|
|
2025
Q1 | $5.39B | Buy |
21,966,473
+2,005,186
| +10% | +$511M | 0.99% | 8 |
|
|
2024
Q4 | $4.78B | Buy |
19,961,287
+852,409
| +4% | +$199M | 0.88% | 9 |
|
|
2024
Q3 | $4.03B | Buy |
19,108,878
+277,249
| +1% | +$58.4M | 0.88% | 12 |
|
|
2024
Q2 | $3.81B | Buy |
18,831,629
+1,235,685
| +7% | +$242M | 0.94% | 14 |
|
|
2024
Q1 | $3.52B | Buy |
17,595,944
+1,507,915
| +9% | +$272M | 0.88% | 10 |
|
|
2023
Q4 | $2.74B | Buy |
16,088,029
+471,407
| +3% | +$71.4M | 0.82% | 12 |
|
|
2023
Q3 | $2.26B | Sell |
15,616,622
-12,222
| -0.1% | -$1.83M | 0.78% | 12 |
|
|
2023
Q2 | $2.27B | Sell |
15,628,844
-349,224
| -2% | -$48M | 0.77% | 11 |
|
|
2023
Q1 | $2.08B | Sell |
15,978,068
-1,262,432
| -7% | -$173M | 0.76% | 9 |
|
|
2022
Q4 | $2.31B | Buy |
17,240,500
+898,628
| +5% | +$114M | 0.86% | 5 |
|
|
2022
Q3 | $1.71B | Sell |
16,341,872
-504,122
| -3% | -$57.9M | 0.75% | 13 |
|
|
2022
Q2 | $1.9B | Sell |
16,845,994
-502,127
| -3% | -$62.2M | 0.78% | 9 |
|
|
2022
Q1 | $2.36B | Buy |
17,348,121
+1,348,251
| +8% | +$199M | 0.79% | 9 |
|
|
2021
Q4 | $2.53B | Sell |
15,999,870
-231,135
| -1% | -$38M | 0.73% | 12 |
|
|
2021
Q3 | $2.66B | Sell |
16,231,005
-1,062,212
| -6% | -$167M | 0.84% | 14 |
|
|
2021
Q2 | $2.69B | Sell |
17,293,217
-96,666
| -0.6% | -$15.2M | 0.87% | 11 |
|
|
2021
Q1 | $2.65B | Sell |
17,389,883
-433,614
| -2% | -$62.4M | 0.88% | 12 |
|
|
2020
Q4 | $2.26B | Buy |
17,823,497
+7,409
| +0% | +$828K | 0.77% | 12 |
|
|
2020
Q3 | $1.72B | Sell |
17,816,088
-294,142
| -2% | -$28.9M | 0.65% | 20 |
|
|
2020
Q2 | $1.7B | Buy |
18,110,230
+518,592
| +3% | +$49.2M | 0.72% | 20 |
|
|
2020
Q1 | $1.58B | Sell |
17,591,638
-3,419,944
| -16% | -$416M | 0.75% | 17 |
|
|
2019
Q4 | $2.93B | Sell |
21,011,582
-201,824
| -1% | -$25.9M | 1.02% | 7 |
|
|
2019
Q3 | $2.5B | Sell |
21,213,406
-305,643
| -1% | -$34.6M | 0.96% | 9 |
|
|
2019
Q2 | $2.41B | Sell |
21,519,049
-1,271,001
| -6% | -$140M | 0.93% | 8 |
|
|
2019
Q1 | $2.31B | Buy |
22,790,050
+3,907,015
| +21% | +$403M | 0.95% | 7 |
|
|
2018
Q4 | $1.84B | Buy |
18,883,035
+354,543
| +2% | +$37.8M | 0.84% | 10 |
|
|
2018
Q3 | $2.09B | Buy |
18,528,492
+417,198
| +2% | +$47.4M | 0.83% | 11 |
|
|
2018
Q2 | $1.89B | Sell |
18,111,294
-20,953
| -0.1% | -$2.3M | 0.82% | 11 |
|
|
2018
Q1 | $1.99B | Buy |
18,132,247
+3,792,833
| +26% | +$429M | 0.86% | 8 |
|
|
2017
Q4 | $1.53B | Buy |
14,339,414
+1,341,318
| +10% | +$136M | 0.63% | 16 |
|
|
2017
Q3 | $1.24B | Buy |
12,998,096
+296,939
| +2% | +$27.4M | 0.57% | 18 |
|
|
2017
Q2 | $1.16B | Buy |
12,701,157
+539,455
| +4% | +$46.5M | 0.6% | 13 |
|
|
2017
Q1 | $1.07B | Sell |
12,161,702
-822,451
| -6% | -$72.6M | 0.58% | 13 |
|
|
2016
Q4 | $1.12B | Buy |
12,984,153
+532,765
| +4% | +$40.6M | 0.62% | 10 |
|
|
2016
Q3 | $829M | Buy |
12,451,388
+515,977
| +4% | +$33.6M | 0.49% | 26 |
|
|
2016
Q2 | $742M | Buy |
11,935,411
+340,510
| +3% | +$21.3M | 0.47% | 29 |
|
|
2016
Q1 | $687M | Sell |
11,594,901
-281,295
| -2% | -$16.4M | 0.46% | 27 |
|
|
2015
Q4 | $784M | Sell |
11,876,196
-1,538,293
| -11% | -$100M | 0.51% | 19 |
|
|
2015
Q3 | $818M | Buy |
13,414,489
+1,169,315
| +10% | +$76.6M | 0.58% | 17 |
|
|
2015
Q2 | $830M | Sell |
12,245,174
-3,752,403
| -23% | -$245M | 0.55% | 14 |
|
|
2015
Q1 | $969M | Buy |
15,997,577
+642,955
| +4% | +$38.1M | 0.67% | 12 |
|
|
2014
Q4 | $961M | Buy |
+15,354,622
| New | +$924M | 0.67% | 12 |
|
Other funds holding JPM
VCM
VPM
UBS Group's JPM Position: Q1 2026 in Review
UBS Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $65.6M and bringing the position to 19,111,750 shares worth $5.62B. The position accounts for 0.84% of the portfolio, ranked #9.
UBS Group first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.17B in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- UBS Group held 19,111,750 shares of JPMorgan Chase worth $5.62B as of Q1 2026.
- UBS Group bought 216,115 JPMorgan Chase shares in Q1 2026, an estimated $65.6M.
- JPMorgan Chase made up 0.84% of UBS Group's portfolio in Q1 2026, its #9 holding.
- UBS Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
- UBS Group's JPMorgan Chase position peaked at $6.17B in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.