Unified Investment Management’s JPMorgan Chase JPM Stock Holding History

Unified Investment 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
2026 Q1	$1.56M	Sell	5,310 -282	-5%	-$85.6K	1.6%	15
2025 Q4	$1.8M	Sell	5,592 -43	-0.8%	-$13.3K	1.8%	11
2025 Q3	$1.78M	Sell	5,635 -113	-2%	-$33.6K	1.77%	11
2025 Q2	$1.67M	Buy	5,748 +203	+4%	+$51.8K	1.79%	12
2025 Q1	$1.36M	Sell	5,545 -1,187	-18%	-$303K	1.61%	16
2024 Q4	$1.61M	Buy	+6,732	New	+$1.57M	1.83%	13

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unified Investment Management's JPM Position: Q1 2026 in Review

Unified Investment Management reduced its JPMorgan Chase (JPM) stake by 5% in Q1 2026, selling an estimated $85.6K and leaving 5,310 shares worth $1.56M. The position accounts for 1.6% of the portfolio, ranked #15.

Unified Investment Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.8M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Unified Investment Management held 5,310 shares of JPMorgan Chase worth $1.56M as of Q1 2026.
Unified Investment Management sold 282 JPMorgan Chase shares in Q1 2026, an estimated $85.6K.
JPMorgan Chase made up 1.6% of Unified Investment Management's portfolio in Q1 2026, its #15 holding.
Unified Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Unified Investment Management's JPMorgan Chase position peaked at $1.8M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.