Union Heritage Capital
JPM icon

Union Heritage Capital’s JPMorgan Chase JPM Stock Holding History

Union Heritage Capital’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 		$8.64M Sell
26,111
-1,194
-4% -$418K 3.05% 10
2026
Q2 		$8.94M Hold
27,305
– – 3.03% 9
2026
Q1 		$8.03M Sell
27,305
-2,900
-10% -$880K 2.98% 11
2025
Q4 		$9.7M Hold
30,205
– – 3.3% 9
2025
Q3 		$9.5M Hold
30,205
– – 3.09% 10
2025
Q2 		$8.76M Hold
30,205
– – 3.05% 10
2025
Q1 		$7.41M Hold
30,205
– – 2.76% 9
2024
Q4 		$7.24M Hold
30,205
– – 2.67% 10
2024
Q3 		$6.37M Hold
30,205
– – 2.35% 13
2024
Q2 		$6.11M Hold
30,205
– – 2.4% 12
2024
Q1 		$6.05M Buy
30,205
+4,605
+18% +$831K 2.4% 14
2023
Q4 		$4.35M Hold
25,600
– – 2.26% 15
2023
Q3 		$3.71M Hold
25,600
– – 2.11% 17
2023
Q2 		$3.72M Buy
25,600
+3,000
+13% +$413K 2.02% 20
2023
Q1 		$2.94M Hold
22,600
– – 1.79% 27
2022
Q4 		$3.03M Hold
22,600
– – 1.85% 24
2022
Q3 		$2.36M Hold
22,600
– – 1.57% 27
2022
Q2 		$2.54M Hold
22,600
– – 1.64% 26
2022
Q1 		$3.08M Sell
22,600
-400
-2% -$59K 1.71% 24
2021
Q4 		$3.64M Hold
23,000
– – 1.71% 22
2021
Q3 		$3.76M Hold
23,000
– – 1.77% 19
2021
Q2 		$3.58M Buy
23,000
+4,700
+26% +$738K 1.67% 21
2021
Q1 		$2.78M Buy
+18,300
New +$2.63M 1.39% 24

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Union Heritage Capital's JPM Position: Q3 2026 in Review

Union Heritage Capital reduced its JPMorgan Chase (JPM) stake by 4.4% in Q3 2026, selling an estimated $418K and leaving 26,111 shares worth $8.64M. The position accounts for 3.05% of the portfolio, ranked #10.

Union Heritage Capital first reported a position in JPM in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.7M in Q4 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Union Heritage Capital held 26,111 shares of JPMorgan Chase worth $8.64M as of Q3 2026.
  • Union Heritage Capital sold 1,194 JPMorgan Chase shares in Q3 2026, an estimated $418K.
  • JPMorgan Chase made up 3.05% of Union Heritage Capital's portfolio in Q3 2026, its #10 holding.
  • Union Heritage Capital first reported a position in JPMorgan Chase in Q1 2021 and has held it in 23 quarters since.
  • Union Heritage Capital's JPMorgan Chase position peaked at $9.7M in Q4 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Union Heritage Capital's 13F filing for Q3 2026, filed 12 Nov 2026.