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 Q2	$1.57B	Hold	4,800,000	–	–	13.38%	1
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Unisphere Establishment's JPM Position: Q2 2026 in Review

Unisphere Establishment held its JPMorgan Chase (JPM) position steady in Q2 2026 at 4,800,000 shares worth $1.57B. The position accounts for 13.38% of the portfolio, ranked #1.

Unisphere Establishment first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Unisphere Establishment held 4,800,000 shares of JPMorgan Chase worth $1.57B as of Q2 2026.
Unisphere Establishment left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 13.38% of Unisphere Establishment's portfolio in Q2 2026, its #1 holding.
Unisphere Establishment first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Unisphere Establishment's 13F filing for Q2 2026, filed 14 Aug 2026.