Unisphere Establishment’s JPMorgan Chase JPM Stock Holding History

Unisphere Establishment’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	$1.41B	Hold	4,800,000	–	–	11.88%	1
2025 Q4	$1.55B	Hold	4,800,000	–	–	11.56%	1
2025 Q3	$1.51B	Sell	4,800,000 -26,000	-0.5%	-$7.73M	11.87%	1
2025 Q2	$1.4B	Hold	4,826,000	–	–	11.27%	1
2025 Q1	$1.18B	Sell	4,826,000 -501,000	-9%	-$128M	10.34%	1
2024 Q4	$1.28B	Sell	5,327,000 -23,000	-0.4%	-$5.36M	11.13%	1
2024 Q3	$1.13B	Sell	5,350,000 -36,000	-0.7%	-$7.58M	10.69%	1
2024 Q2	$1.09B	Sell	5,386,000 -289,000	-5%	-$56.5M	10.97%	1
2024 Q1	$1.14B	Buy	5,675,000 +75,000	+1%	+$13.5M	11.48%	1
2023 Q4	$953M	Buy	+5,600,000	New	+$849M	9.85%	1

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unisphere Establishment's JPM Position: Q1 2026 in Review

Unisphere Establishment held its JPMorgan Chase (JPM) position steady in Q1 2026 at 4,800,000 shares worth $1.41B. The position accounts for 11.88% of the portfolio, ranked #1.

Unisphere Establishment first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55B in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Unisphere Establishment held 4,800,000 shares of JPMorgan Chase worth $1.41B as of Q1 2026.
Unisphere Establishment left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 11.88% of Unisphere Establishment's portfolio in Q1 2026, its #1 holding.
Unisphere Establishment first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Unisphere Establishment's JPMorgan Chase position peaked at $1.55B in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Unisphere Establishment's 13F filing for Q1 2026, filed 14 May 2026.