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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Financial Advisors's JPM Position: Q1 2026 in Review

United Capital Financial Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $1.66M and leaving 370,760 shares worth $109M. The position accounts for 0.67% of the portfolio, ranked #30.

United Capital Financial Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $121M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • United Capital Financial Advisors held 370,760 shares of JPMorgan Chase worth $109M as of Q1 2026.
  • United Capital Financial Advisors sold 5,457 JPMorgan Chase shares in Q1 2026, an estimated $1.66M.
  • JPMorgan Chase made up 0.67% of United Capital Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • United Capital Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's JPMorgan Chase position peaked at $121M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.