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 | $510M | Sell |
1,733,700
-577,700
| -25% | -$175M | 0.08% | 266 |
|
|
2025
Q4 | $745M | Buy |
2,311,400
+128,900
| +6% | +$39.9M | 0.12% | 149 |
|
|
2025
Q3 | $688M | Buy |
2,182,500
+598,900
| +38% | +$178M | 0.11% | 174 |
|
|
2025
Q2 | $459M | Sell |
1,583,600
-748,761
| -32% | -$191M | 0.08% | 243 |
|
|
2025
Q1 | $572M | Sell |
2,332,361
-1,589,739
| -41% | -$405M | 0.11% | 189 |
|
|
2024
Q4 | $940M | Buy |
3,922,100
+584,400
| +18% | +$136M | 0.17% | 103 |
|
|
2024
Q3 | $704M | Buy |
3,337,700
+1,084,200
| +48% | +$228M | 0.15% | 124 |
|
|
2024
Q2 | $456M | Sell |
2,253,500
-609,600
| -21% | -$119M | 0.11% | 172 |
|
|
2024
Q1 | $573M | Sell |
2,863,100
-1,336,549
| -32% | -$241M | 0.14% | 137 |
|
|
2023
Q4 | $714M | Buy |
4,199,649
+1,005,349
| +31% | +$152M | 0.21% | 91 |
|
|
2023
Q3 | $463M | Buy |
3,194,300
+532,000
| +20% | +$79.7M | 0.16% | 129 |
|
|
2023
Q2 | $387M | Buy |
2,662,300
+254,100
| +11% | +$34.9M | 0.13% | 159 |
|
|
2023
Q1 | $314M | Sell |
2,408,200
-559,200
| -19% | -$76.6M | 0.11% | 180 |
|
|
2022
Q4 | $398M | Buy |
2,967,400
+224,900
| +8% | +$28.5M | 0.15% | 144 |
|
|
2022
Q3 | $287M | Sell |
2,742,500
-39,500
| -1% | -$4.53M | 0.13% | 169 |
|
|
2022
Q2 | $313M | Sell |
2,782,000
-2,610,700
| -48% | -$323M | 0.13% | 169 |
|
|
2022
Q1 | $735M | Buy |
5,392,700
+368,100
| +7% | +$54.3M | 0.25% | 87 |
|
|
2021
Q4 | $796M | Buy |
5,024,600
+2,107,583
| +72% | +$346M | 0.23% | 98 |
|
|
2021
Q3 | $477M | Buy |
2,917,017
+150,400
| +5% | +$23.6M | 0.15% | 141 |
|
|
2021
Q2 | $430M | Sell |
2,766,617
-723,300
| -21% | -$114M | 0.14% | 150 |
|
|
2021
Q1 | $531M | Buy |
3,489,917
+233,917
| +7% | +$33.7M | 0.18% | 123 |
|
|
2020
Q4 | $414M | Buy |
3,256,000
+1,055,400
| +48% | +$118M | 0.14% | 161 |
|
|
2020
Q3 | $212M | Buy |
2,200,600
+250,100
| +13% | +$24.6M | 0.08% | 238 |
|
|
2020
Q2 | $183M | Sell |
1,950,500
-227,300
| -10% | -$21.6M | 0.08% | 252 |
|
|
2020
Q1 | $196M | Buy |
2,177,800
+53,800
| +3% | +$6.54M | 0.09% | 215 |
|
|
2019
Q4 | $296M | Buy |
2,124,000
+218,600
| +11% | +$28M | 0.1% | 193 |
|
|
2019
Q3 | $224M | Buy |
1,905,400
+454,300
| +31% | +$51.4M | 0.09% | 230 |
|
|
2019
Q2 | $162M | Sell |
1,451,100
-265,000
| -15% | -$29.2M | 0.06% | 278 |
|
|
2019
Q1 | $174M | Sell |
1,716,100
-505,800
| -23% | -$52.1M | 0.07% | 248 |
|
|
2018
Q4 | $217M | Buy |
2,221,900
+349,300
| +19% | +$37.2M | 0.1% | 211 |
|
|
2018
Q3 | $211M | Buy |
1,872,600
+419,900
| +29% | +$47.7M | 0.08% | 232 |
|
|
2018
Q2 | $151M | Buy |
1,452,700
+410,600
| +39% | +$45M | 0.07% | 287 |
|
|
2018
Q1 | $115M | Sell |
1,042,100
-436,700
| -30% | -$49.4M | 0.05% | 348 |
|
|
2017
Q4 | $158M | Buy |
1,478,800
+42,500
| +3% | +$4.3M | 0.07% | 295 |
|
|
2017
Q3 | $137M | Buy |
1,436,300
+722,300
| +101% | +$66.6M | 0.06% | 295 |
|
|
2017
Q2 | $65.3M | Sell |
714,000
-255,200
| -26% | -$22M | 0.03% | 476 |
|
|
2017
Q1 | $85.1M | Sell |
969,200
-696,500
| -42% | -$61.4M | 0.05% | 382 |
|
|
2016
Q4 | $144M | Buy |
1,665,700
+965,500
| +138% | +$73.6M | 0.08% | 261 |
|
|
2016
Q3 | $46.6M | Sell |
700,200
-214,300
| -23% | -$14M | 0.03% | 540 |
|
|
2016
Q2 | $56.8M | Buy |
914,500
+194,200
| +27% | +$12.1M | 0.04% | 450 |
|
|
2016
Q1 | $42.7M | Sell |
720,300
-395,200
| -35% | -$23.1M | 0.03% | 521 |
|
|
2015
Q4 | $73.7M | Buy |
1,115,500
+549,600
| +97% | +$35.8M | 0.05% | 391 |
|
|
2015
Q3 | $34.5M | Buy |
565,900
+60,400
| +12% | +$3.96M | 0.02% | 615 |
|
|
2015
Q2 | $34.3M | Sell |
505,500
-160,500
| -24% | -$10.5M | 0.02% | 680 |
|
|
2015
Q1 | $40.3M | Buy |
666,000
+14,200
| +2% | +$841K | 0.03% | 592 |
|
|
2014
Q4 | $40.8M | Buy |
+651,800
| New | +$39.2M | 0.03% | 621 |
|
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.