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UHLMANN PRICE SECURITIES’s JPMorgan Chase JPM Stock Holding History

UHLMANN PRICE SECURITIES’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
Q2 		$3.43M Sell
10,486
-4,842
-32% -$1.5M 0.13% 17
2026
Q1 		$4.5M Buy
15,328
+1,394
+10% +$423K 0.3% 11
2025
Q4 		$4.49M Buy
13,934
+2
+0% +$619 2.66% 4
2025
Q3 		$4.39M Sell
13,932
-320
-2% -$95.2K 2.69% 4
2025
Q2 		$4.13M Buy
+14,252
New +$3.64M 2.95% 4

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UHLMANN PRICE SECURITIES's JPM Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $1.5M and leaving 10,486 shares worth $3.43M. The position accounts for 0.13% of the portfolio, ranked #17.

UHLMANN PRICE SECURITIES first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.5M in Q1 2026. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 10,486 shares of JPMorgan Chase worth $3.43M as of Q2 2026.
  • UHLMANN PRICE SECURITIES sold 4,842 JPMorgan Chase shares in Q2 2026, an estimated $1.5M.
  • JPMorgan Chase made up 0.13% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #17 holding.
  • UHLMANN PRICE SECURITIES first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • UHLMANN PRICE SECURITIES's JPMorgan Chase position peaked at $4.5M in Q1 2026.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.