Union Bancaire Privee’s JPMorgan Chase JPM Stock Holding History

Union Bancaire Privee’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	$180M	Buy	570,073 +5,861	+1%	+$1.82M	1.97%	11
2026 Q1	$152M	Sell	564,212 -79,452	-12%	-$24.1M	2.11%	11
2025 Q4	$196M	Buy	643,664 +3,475	+0.5%	+$1.08M	2.33%	8
2025 Q3	$193M	Buy	640,189 +272,830	+74%	+$81.1M	2.74%	5
2025 Q2	$99.7M	Buy	367,359 +28,474	+8%	+$7.27M	1.45%	17
2025 Q1	$81.1M	Buy	338,885 +54,390	+19%	+$13.9M	1.56%	14
2024 Q4	$66.1M	Buy	+284,495	New	+$66.3M	1.15%	22

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Union Bancaire Privee's JPM Position: Q2 2026 in Review

Union Bancaire Privee increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $1.82M and bringing the position to 570,073 shares worth $180M. The position accounts for 1.97% of the portfolio, ranked #11.

Union Bancaire Privee first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $196M in Q4 2025. 2,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Union Bancaire Privee held 570,073 shares of JPMorgan Chase worth $180M as of Q2 2026.
Union Bancaire Privee bought 5,861 JPMorgan Chase shares in Q2 2026, an estimated $1.82M.
JPMorgan Chase made up 1.97% of Union Bancaire Privee's portfolio in Q2 2026, its #11 holding.
Union Bancaire Privee first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's JPMorgan Chase position peaked at $196M in Q4 2025.
2,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.