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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
Q1 		$8.03M Sell
27,305
-2,900
-10% -$880K 2.98% 11
2025
Q4 		$9.73M Hold
30,205
– – 3.3% 9
2025
Q3 		$9.53M 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 		$3.77M Hold
23,000
– – 1.77% 19
2021
Q2 		$3.58M Buy
23,000
+4,700
+26% +$738K 1.67% 21
2021
Q1 		$2.79M Buy
+18,300
New +$2.63M 1.39% 24

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Union Heritage Capital's JPM Position: Q1 2026 in Review

Union Heritage Capital reduced its JPMorgan Chase (JPM) stake by 9.6% in Q1 2026, selling an estimated $880K and leaving 27,305 shares worth $8.03M. The position accounts for 2.98% of the portfolio, ranked #11.

Union Heritage Capital first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.73M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Union Heritage Capital held 27,305 shares of JPMorgan Chase worth $8.03M as of Q1 2026.
  • Union Heritage Capital sold 2,900 JPMorgan Chase shares in Q1 2026, an estimated $880K.
  • JPMorgan Chase made up 2.98% of Union Heritage Capital's portfolio in Q1 2026, its #11 holding.
  • Union Heritage Capital first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Union Heritage Capital's JPMorgan Chase position peaked at $9.73M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.