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United Capital Financial Advisors’s JPMorgan Chase JPM Stock Holding History

United Capital Financial Advisors’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
2019
Q3 		– Sell
-14,100
Closed -$1.58M – 1403
2019
Q2 		$1.58M Hold
14,100
– – 0.01% 684
2019
Q1 		$1.43M Buy
+14,100
New +$1.45M 0.01% 679

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

United Capital Financial Advisors's JPM Position: Q2 2026 in Review

United Capital Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, buying an estimated $951K and bringing the position to 373,822 shares worth $122M. The position accounts for 0.67% of the portfolio, ranked #29.

United Capital Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • United Capital Financial Advisors held 373,822 shares of JPMorgan Chase worth $122M as of Q2 2026.
  • United Capital Financial Advisors bought 3,062 JPMorgan Chase shares in Q2 2026, an estimated $951K.
  • JPMorgan Chase made up 0.67% of United Capital Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.