United Advisor Group’s JPMorgan Chase JPM Stock Holding History

United Advisor Group’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	$7.78M	Buy	23,759 +753	+3%	+$234K	0.82%	23
2026 Q1	$6.77M	Buy	23,006 +1,850	+9%	+$561K	0.83%	25
2025 Q4	$6.82M	Buy	21,156 +258	+1%	+$79.9K	0.85%	25
2025 Q3	$6.59M	Buy	20,898 +2,959	+16%	+$880K	0.89%	24
2025 Q2	$5.2M	Buy	17,939 +1,168	+7%	+$298K	0.9%	23
2025 Q1	$4.11M	Sell	16,771 -1,790	-10%	-$456K	0.84%	29
2024 Q4	$4.45M	Buy	18,561 +162	+0.9%	+$37.7K	0.88%	28
2024 Q3	$3.88M	Buy	18,399 +3,992	+28%	+$841K	0.88%	22
2024 Q2	$2.91M	Buy	14,407 +1,571	+12%	+$307K	0.91%	27
2024 Q1	$2.57M	Buy	+12,836	New	+$2.32M	0.97%	26

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

United Advisor Group's JPM Position: Q2 2026 in Review

United Advisor Group increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $234K and bringing the position to 23,759 shares worth $7.78M. The position accounts for 0.82% of the portfolio, ranked #23.

United Advisor Group first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 3,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

United Advisor Group held 23,759 shares of JPMorgan Chase worth $7.78M as of Q2 2026.
United Advisor Group bought 753 JPMorgan Chase shares in Q2 2026, an estimated $234K.
JPMorgan Chase made up 0.82% of United Advisor Group's portfolio in Q2 2026, its #23 holding.
United Advisor Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
3,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.