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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
Q2 		$13.2M Sell
40,419
-2,997
-7% -$931K 5.37% 6
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Unison Asset Management's JPM Position: Q2 2026 in Review

Unison Asset Management reduced its JPMorgan Chase (JPM) stake by 6.9% in Q2 2026, selling an estimated $931K and leaving 40,419 shares worth $13.2M. The position accounts for 5.37% of the portfolio, ranked #6.

Unison Asset Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Unison Asset Management held 40,419 shares of JPMorgan Chase worth $13.2M as of Q2 2026.
  • Unison Asset Management sold 2,997 JPMorgan Chase shares in Q2 2026, an estimated $931K.
  • JPMorgan Chase made up 5.37% of Unison Asset Management's portfolio in Q2 2026, its #6 holding.
  • Unison Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Unison Asset Management's JPMorgan Chase position peaked at $13.7M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Unison Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.