UniSuper Management’s JPMorgan Chase JPM Stock Holding History

UniSuper 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	$405M	Sell	1,375,952 -29,626	-2%	-$8.99M	2.65%	7
2025 Q4	$453M	Buy	1,405,578 +7,271	+0.5%	+$2.25M	2.71%	7
2025 Q3	$441M	Sell	1,398,307 -194,104	-12%	-$57.7M	2.7%	7
2025 Q2	$462M	Sell	1,592,411 -146,360	-8%	-$37.3M	3.09%	5
2025 Q1	$427M	Buy	1,738,771 +18,490	+1%	+$4.71M	3.18%	5
2024 Q4	$412M	Buy	1,720,281 +226,805	+15%	+$52.8M	2.96%	6
2024 Q3	$315M	Sell	1,493,476 -220,646	-13%	-$46.5M	2.37%	8
2024 Q2	$347M	Buy	1,714,122 +81,414	+5%	+$15.9M	2.88%	5
2024 Q1	$327M	Buy	1,632,708 +671,135	+70%	+$121M	3.13%	4
2023 Q4	$164M	Buy	961,573 +174,460	+22%	+$26.4M	1.81%	12
2023 Q3	$114M	Buy	787,113 +70,488	+10%	+$10.6M	1.4%	17
2023 Q2	$104M	Buy	+716,625	New	+$98.6M	1.18%	20

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

UniSuper Management's JPM Position: Q1 2026 in Review

UniSuper Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $8.99M and leaving 1,375,952 shares worth $405M. The position accounts for 2.65% of the portfolio, ranked #7.

UniSuper Management first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $462M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

UniSuper Management held 1,375,952 shares of JPMorgan Chase worth $405M as of Q1 2026.
UniSuper Management sold 29,626 JPMorgan Chase shares in Q1 2026, an estimated $8.99M.
JPMorgan Chase made up 2.65% of UniSuper Management's portfolio in Q1 2026, its #7 holding.
UniSuper Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's JPMorgan Chase position peaked at $462M in Q2 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.