UAM
JPM icon

Unison Asset Management’s JPMorgan Chase JPM Stock Holding History

Unison Asset Management’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 		$12.8M Buy
43,416
+933
+2% +$283K 5.84% 6
2025
Q4 		$13.7M Buy
42,483
+1,040
+3% +$322K 6.13% 6
2025
Q3 		$13.1M Hold
41,443
– – 6.11% 5
2025
Q2 		$12M Buy
41,443
+556
+1% +$142K 6.06% 5
2025
Q1 		$9.2M Sell
40,887
-2,241
-5% -$571K 5.42% 7
2024
Q4 		$10.3M Buy
43,128
+1,216
+3% +$283K 5.07% 6
2024
Q3 		$8.84M Sell
41,912
-64
-0.2% -$13.5K 4.2% 11
2024
Q2 		$8.49M Buy
41,976
+796
+2% +$156K 4.3% 9
2024
Q1 		$8.25M Sell
41,180
-335
-0.8% -$60.4K 4.32% 10
2023
Q4 		$7.06M Hold
41,515
– – 4.15% 10
2023
Q3 		$6.02M Buy
41,515
+528
+1% +$79.1K 3.96% 10
2023
Q2 		$5.96M Buy
40,987
+759
+2% +$104K 3.98% 9
2023
Q1 		$5.24M Buy
40,228
+16
+0% +$2.19K 3.97% 10
2022
Q4 		$5.39M Buy
40,212
+133
+0.3% +$16.9K 4.47% 7
2022
Q3 		$4.19M Buy
40,079
+4,150
+12% +$476K 3.77% 13
2022
Q2 		$4.05M Buy
35,929
+3,302
+10% +$409K 3.95% 12
2022
Q1 		$4.45M Hold
32,627
– – 3.82% 13
2021
Q4 		$5.17M Hold
32,627
– – 4.26% 10
2021
Q3 		$5.34M Sell
32,627
-85
-0.3% -$13.3K 4.75% 9
2021
Q2 		$5.09M Sell
32,712
-3
-0% -$471 4.44% 8
2021
Q1 		$4.98M Hold
32,715
– – 4.6% 9
2020
Q4 		$4.16M Buy
+32,715
New +$3.66M 4.13% 9

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

Unison Asset Management's JPM Position: Q1 2026 in Review

Unison Asset Management increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, buying an estimated $283K and bringing the position to 43,416 shares worth $12.8M. The position accounts for 5.84% of the portfolio, ranked #6.

Unison Asset Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.7M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Unison Asset Management held 43,416 shares of JPMorgan Chase worth $12.8M as of Q1 2026.
  • Unison Asset Management bought 933 JPMorgan Chase shares in Q1 2026, an estimated $283K.
  • JPMorgan Chase made up 5.84% of Unison Asset Management's portfolio in Q1 2026, its #6 holding.
  • Unison Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Unison Asset Management's JPMorgan Chase position peaked at $13.7M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Unison Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.