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 Q3	$1.78M	Hold	5,376	–	–	1.56%	17
2026 Q2	$1.76M	Buy	5,376 +66	+1%	+$20.5K	1.62%	15
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Unified Investment Management's JPM Position: Q3 2026 in Review

Unified Investment Management held its JPMorgan Chase (JPM) position steady in Q3 2026 at 5,376 shares worth $1.78M. The position accounts for 1.56% of the portfolio, ranked #17.

Unified Investment Management first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2025. 875 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Unified Investment Management held 5,376 shares of JPMorgan Chase worth $1.78M as of Q3 2026.
Unified Investment Management left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 1.56% of Unified Investment Management's portfolio in Q3 2026, its #17 holding.
Unified Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Unified Investment Management's JPMorgan Chase position peaked at $1.8M in Q4 2025.
875 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.