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United Asset Strategies’s JPMorgan Chase JPM Stock Holding History

United Asset Strategies’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 		$15.6M Sell
47,656
-27,589
-37% -$8.57M 1.1% 25
2026
Q1 		$22.1M Buy
75,245
+295
+0.4% +$89.5K 1.76% 11
2025
Q4 		$24.2M Sell
74,950
-565
-0.7% -$175K 1.86% 9
2025
Q3 		$23.8M Sell
75,515
-571
-0.8% -$170K 1.91% 9
2025
Q2 		$22.1M Buy
76,086
+6,238
+9% +$1.59M 1.88% 11
2025
Q1 		$17.1M Sell
69,848
-11,003
-14% -$2.81M 1.59% 12
2024
Q4 		$19.4M Sell
80,851
-558
-0.7% -$130K 1.78% 14
2024
Q3 		$17.2M Buy
81,409
+1,312
+2% +$276K 1.6% 14
2024
Q2 		$16.2M Sell
80,097
-14,399
-15% -$2.82M 1.6% 11
2024
Q1 		$18.9M Sell
94,496
-2,102
-2% -$379K 1.89% 9
2023
Q4 		$16.4M Sell
96,598
-2,496
-3% -$378K 1.85% 10
2023
Q3 		$14.4M Sell
99,094
-3,152
-3% -$472K 1.86% 12
2023
Q2 		$14.9M Sell
102,246
-9,421
-8% -$1.3M 1.85% 11
2023
Q1 		$14.6M Sell
111,667
-2,458
-2% -$337K 1.92% 10
2022
Q4 		$15.3M Buy
114,125
+2,019
+2% +$256K 2.13% 5
2022
Q3 		$11.7M Sell
112,106
-2,553
-2% -$293K 1.8% 12
2022
Q2 		$12.9M Sell
114,659
-17,779
-13% -$2.2M 1.88% 12
2022
Q1 		$18.1M Buy
132,438
+7,208
+6% +$1.06M 2.3% 8
2021
Q4 		$19.8M Buy
125,230
+1,449
+1% +$238K 2.36% 8
2021
Q3 		$20.3M Buy
123,781
+33,020
+36% +$5.18M 2.61% 5
2021
Q2 		$14.1M Sell
90,761
-1,810
-2% -$284K 1.88% 16
2021
Q1 		$14.1M Sell
92,571
-58
-0.1% -$8.34K 2.04% 9
2020
Q4 		$11.8M Buy
92,629
+3,759
+4% +$420K 1.85% 15
2020
Q3 		$8.56M Buy
88,870
+22,927
+35% +$2.25M 1.57% 22
2020
Q2 		$6.2M Buy
65,943
+2,408
+4% +$228K 1.22% 31
2020
Q1 		$5.72M Buy
63,535
+22,841
+56% +$2.78M 1.42% 22
2019
Q4 		$5.67M Buy
40,694
+1,033
+3% +$132K 1.1% 34
2019
Q3 		$4.67M Buy
39,661
+1,821
+5% +$206K 1.02% 34
2019
Q2 		$4.23M Buy
37,840
+216
+0.6% +$23.8K 0.97% 38
2019
Q1 		$3.81M Buy
37,624
+3,522
+10% +$363K 0.9% 38
2018
Q4 		$3.33M Buy
34,102
+3,106
+10% +$331K 0.91% 35
2018
Q3 		$3.5M Buy
30,996
+2,326
+8% +$264K 0.82% 45
2018
Q2 		$2.99M Buy
28,670
+20,705
+260% +$2.27M 0.79% 45
2018
Q1 		$876K Buy
7,965
+160
+2% +$18.1K 0.26% 91
2017
Q4 		$835K Buy
+7,805
New +$790K 0.22% 96
2017
Q3 		– Sell
-6,207
Closed -$567K – 143
2017
Q2 		$567K Buy
6,207
+61
+1% +$5.26K 0.17% 101
2017
Q1 		$540K Buy
6,146
+75
+1% +$6.62K 0.16% 97
2016
Q4 		$524K Sell
6,071
-125
-2% -$9.53K 0.17% 99
2016
Q3 		$392K Buy
6,196
+1,345
+28% +$87.7K 0.14% 102
2016
Q2 		$301K Buy
4,851
+324
+7% +$20.2K 0.11% 108
2016
Q1 		$268K Sell
4,527
-1,094
-19% -$63.9K 0.12% 108
2015
Q4 		$371K Buy
5,621
+971
+21% +$63.2K 0.16% 97
2015
Q3 		$283K Buy
4,650
+984
+27% +$64.5K 0.13% 105
2015
Q2 		$248K Sell
3,666
-394
-10% -$25.7K 0.11% 110
2015
Q1 		$257K Sell
4,060
-486
-11% -$28.8K 0.12% 103
2014
Q4 		$284K Sell
4,546
-94
-2% -$5.66K 0.12% 103
2014
Q3 		$279K Sell
4,640
-593
-11% -$34.7K 0.13% 106
2014
Q2 		$302K Sell
5,233
-154
-3% -$8.66K 0.15% 100
2014
Q1 		$327K Buy
5,387
+490
+10% +$28.3K 0.19% 83
2013
Q4 		$286K Buy
4,897
+449
+10% +$24.6K 0.2% 78
2013
Q3 		$230K Sell
4,448
-679
-13% -$36.4K 0.15% 82
2013
Q2 		$271K Buy
+5,127
New +$261K 0.18% 83

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

United Asset Strategies's JPM Position: Q2 2026 in Review

United Asset Strategies reduced its JPMorgan Chase (JPM) stake by 37% in Q2 2026, selling an estimated $8.57M and leaving 47,656 shares worth $15.6M. The position accounts for 1.1% of the portfolio, ranked #25.

United Asset Strategies first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.2M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • United Asset Strategies held 47,656 shares of JPMorgan Chase worth $15.6M as of Q2 2026.
  • United Asset Strategies sold 27,589 JPMorgan Chase shares in Q2 2026, an estimated $8.57M.
  • JPMorgan Chase made up 1.1% of United Asset Strategies's portfolio in Q2 2026, its #25 holding.
  • United Asset Strategies first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • United Asset Strategies's JPMorgan Chase position peaked at $24.2M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.