UW
JPM icon

Unique Wealth’s JPMorgan Chase JPM Stock Holding History

Unique Wealth’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 		$391K Buy
1,195
+19
+2% +$5.9K 0.05% 155
2026
Q1 		$346K Buy
1,176
+218
+23% +$66.2K 0.05% 154
2025
Q4 		$309K Buy
958
+71
+8% +$22K 0.04% 152
2025
Q3 		$280K Buy
887
+154
+21% +$45.8K 0.04% 153
2025
Q2 		$213K Buy
+733
New +$187K 0.03% 168

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Unique Wealth's JPM Position: Q2 2026 in Review

Unique Wealth increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $5.9K and bringing the position to 1,195 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #155.

Unique Wealth first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Unique Wealth held 1,195 shares of JPMorgan Chase worth $391K as of Q2 2026.
  • Unique Wealth bought 19 JPMorgan Chase shares in Q2 2026, an estimated $5.9K.
  • JPMorgan Chase made up 0.05% of Unique Wealth's portfolio in Q2 2026, its #155 holding.
  • Unique Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.