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 | $225M | Buy |
763,496
+35,974
| +5% | +$10.9M | 0.03% | 564 |
|
|
2025
Q4 | $234M | Sell |
727,522
-67,628
| -9% | -$20.9M | 0.04% | 500 |
|
|
2025
Q3 | $251M | Buy |
795,150
+55,530
| +8% | +$16.5M | 0.04% | 467 |
|
|
2025
Q2 | $214M | Sell |
739,620
-304,421
| -29% | -$77.7M | 0.04% | 513 |
|
|
2025
Q1 | $256M | Sell |
1,044,041
-479,817
| -31% | -$122M | 0.05% | 407 |
|
|
2024
Q4 | $365M | Buy |
1,523,858
+81,592
| +6% | +$19M | 0.07% | 272 |
|
|
2024
Q3 | $304M | Buy |
1,442,266
+273,996
| +23% | +$57.7M | 0.07% | 275 |
|
|
2024
Q2 | $236M | Sell |
1,168,270
-346,732
| -23% | -$67.8M | 0.06% | 299 |
|
|
2024
Q1 | $303M | Sell |
1,515,002
-292,445
| -16% | -$52.8M | 0.08% | 254 |
|
|
2023
Q4 | $307M | Buy |
1,807,447
+633,982
| +54% | +$96.1M | 0.09% | 222 |
|
|
2023
Q3 | $170M | Buy |
1,173,465
+510,165
| +77% | +$76.5M | 0.06% | 328 |
|
|
2023
Q2 | $96.5M | Sell |
663,300
-163,000
| -20% | -$22.4M | 0.03% | 511 |
|
|
2023
Q1 | $108M | Sell |
826,300
-756,400
| -48% | -$104M | 0.04% | 435 |
|
|
2022
Q4 | $212M | Buy |
1,582,700
+468,900
| +42% | +$59.4M | 0.08% | 260 |
|
|
2022
Q3 | $116M | Buy |
1,113,800
+233,400
| +27% | +$26.8M | 0.05% | 374 |
|
|
2022
Q2 | $99.1M | Sell |
880,400
-333,100
| -27% | -$41.3M | 0.04% | 449 |
|
|
2022
Q1 | $165M | Buy |
1,213,500
+181,900
| +18% | +$26.8M | 0.06% | 356 |
|
|
2021
Q4 | $163M | Buy |
1,031,600
+579,660
| +128% | +$95.2M | 0.05% | 405 |
|
|
2021
Q3 | $74M | Sell |
451,940
-1,039,008
| -70% | -$163M | 0.02% | 663 |
|
|
2021
Q2 | $232M | Sell |
1,490,948
-78,900
| -5% | -$12.4M | 0.07% | 262 |
|
|
2021
Q1 | $239M | Buy |
1,569,848
+728,948
| +87% | +$105M | 0.08% | 254 |
|
|
2020
Q4 | $107M | Buy |
840,900
+145,400
| +21% | +$16.3M | 0.04% | 467 |
|
|
2020
Q3 | $67M | Sell |
695,500
-5,174
| -0.7% | -$508K | 0.03% | 535 |
|
|
2020
Q2 | $65.9M | Sell |
700,674
-194,226
| -22% | -$18.4M | 0.03% | 494 |
|
|
2020
Q1 | $80.6M | Buy |
894,900
+44,300
| +5% | +$5.38M | 0.04% | 405 |
|
|
2019
Q4 | $119M | Buy |
850,600
+409,800
| +93% | +$52.6M | 0.04% | 397 |
|
|
2019
Q3 | $51.9M | Buy |
440,800
+13,139
| +3% | +$1.49M | 0.02% | 676 |
|
|
2019
Q2 | $47.8M | Buy |
427,661
+155,561
| +57% | +$17.2M | 0.02% | 690 |
|
|
2019
Q1 | $27.5M | Sell |
272,100
-184,000
| -40% | -$19M | 0.01% | 954 |
|
|
2018
Q4 | $44.5M | Sell |
456,100
-152,000
| -25% | -$16.2M | 0.02% | 639 |
|
|
2018
Q3 | $68.6M | Buy |
608,100
+373,600
| +159% | +$42.4M | 0.03% | 536 |
|
|
2018
Q2 | $24.4M | Sell |
234,500
-144,800
| -38% | -$15.9M | 0.01% | 1044 |
|
|
2018
Q1 | $41.7M | Sell |
379,300
-258,300
| -41% | -$29.2M | 0.02% | 721 |
|
|
2017
Q4 | $68.2M | Buy |
637,600
+266,100
| +72% | +$26.9M | 0.03% | 547 |
|
|
2017
Q3 | $35.5M | Buy |
371,500
+97,065
| +35% | +$8.95M | 0.02% | 786 |
|
|
2017
Q2 | $25.1M | Buy |
274,435
+99,755
| +57% | +$8.61M | 0.01% | 906 |
|
|
2017
Q1 | $15.3M | Sell |
174,680
-306,120
| -64% | -$27M | 0.01% | 1199 |
|
|
2016
Q4 | $41.5M | Sell |
480,800
-997,800
| -67% | -$76.1M | 0.02% | 630 |
|
|
2016
Q3 | $98.5M | Buy |
1,478,600
+1,276,100
| +630% | +$83.2M | 0.06% | 325 |
|
|
2016
Q2 | $12.6M | Sell |
202,500
-8,518
| -4% | -$532K | 0.01% | 1224 |
|
|
2016
Q1 | $12.5M | Buy |
211,018
+28,300
| +15% | +$1.65M | 0.01% | 1179 |
|
|
2015
Q4 | $12.1M | Sell |
182,718
-248,782
| -58% | -$16.2M | 0.01% | 1277 |
|
|
2015
Q3 | $26.3M | Sell |
431,500
-511,400
| -54% | -$33.5M | 0.02% | 746 |
|
|
2015
Q2 | $63.9M | Buy |
942,900
+292,600
| +45% | +$19.1M | 0.04% | 444 |
|
|
2015
Q1 | $39.4M | Sell |
650,300
-235,840
| -27% | -$14M | 0.03% | 601 |
|
|
2014
Q4 | $55.5M | Buy |
+886,140
| New | +$53.3M | 0.04% | 491 |
|
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. 5,053 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.
- 5,053 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.