UM
JPM icon

Ulysses Management’s JPMorgan Chase JPM Stock Holding History

Ulysses Management’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
2020
Q4 		– Sell
-150,000
Closed -$14.4M – 65
2020
Q3 		$14.4M Buy
+150,000
New +$14.7M 1.58% 16

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

Ulysses Management's JPM Position: Q2 2026 in Review

Ulysses Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 13,000 shares worth $4.26M. The position accounts for 0.84% of the portfolio, ranked #22.

Ulysses Management first reported a position in JPM in Q1 2015 and has held it in 35 quarters since. The position peaked at $23.2M in Q3 2021. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ulysses Management held 13,000 shares of JPMorgan Chase worth $4.26M as of Q2 2026.
  • Ulysses Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.84% of Ulysses Management's portfolio in Q2 2026, its #22 holding.
  • Ulysses Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 35 quarters since.
  • Ulysses Management's JPMorgan Chase position peaked at $23.2M in Q3 2021.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ulysses Management's 13F filing for Q2 2026, filed 14 Aug 2026.