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 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	$9.73M	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Union Heritage Capital's JPM Position: Q2 2026 in Review

Union Heritage Capital held its JPMorgan Chase (JPM) position steady in Q2 2026 at 27,305 shares worth $8.94M. The position accounts for 3.03% of the portfolio, ranked #9.

Union Heritage Capital first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.73M in Q4 2025. 5,153 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Union Heritage Capital held 27,305 shares of JPMorgan Chase worth $8.94M as of Q2 2026.
Union Heritage Capital left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 3.03% of Union Heritage Capital's portfolio in Q2 2026, its #9 holding.
Union Heritage Capital first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
Union Heritage Capital's JPMorgan Chase position peaked at $9.73M in Q4 2025.
5,153 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.