UCB
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United Community Bank’s JPMorgan Chase JPM Stock Holding History

United Community Bank’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 		$3.04M Buy
10,343
+607
+6% +$184K 1.01% 19
2025
Q4 		$3.14M Sell
9,736
-1,083
-10% -$335K 1.19% 15
2025
Q3 		$3.41M Buy
10,819
+2,019
+23% +$600K 1.06% 14
2025
Q2 		$2.55M Sell
8,800
-767
-8% -$196K 0.87% 23
2025
Q1 		$2.35M Buy
9,567
+415
+5% +$106K 0.87% 23
2024
Q4 		$2.19M Sell
9,152
-354
-4% -$82.5K 0.85% 27
2024
Q3 		$2M Sell
9,506
-1,586
-14% -$334K 0.78% 29
2024
Q2 		$2.24M Sell
11,092
-1,518
-12% -$297K 0.91% 18
2024
Q1 		$2.53M Sell
12,610
-551
-4% -$99.4K 0.98% 21
2023
Q4 		$2.24M Sell
13,161
-337
-2% -$51.1K 0.95% 20
2023
Q3 		$1.96M Buy
13,498
+10,165
+305% +$1.52M 0.96% 23
2023
Q2 		$485K Buy
3,333
+725
+28% +$99.7K 0.43% 46
2023
Q1 		$340K Hold
2,608
– – 0.32% 53
2022
Q4 		$350K Buy
2,608
+15
+0.6% +$1.9K 0.34% 52
2022
Q3 		$271K Buy
2,593
+145
+6% +$16.6K 0.28% 64
2022
Q2 		$276K Buy
2,448
+245
+11% +$30.4K 0.3% 62
2022
Q1 		$300K Sell
2,203
-195
-8% -$28.8K 0.3% 59
2021
Q4 		$380K Buy
+2,398
New +$394K 0.38% 60

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 Community Bank's JPM Position: Q1 2026 in Review

United Community Bank increased its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, buying an estimated $184K and bringing the position to 10,343 shares worth $3.04M. The position accounts for 1.01% of the portfolio, ranked #19.

United Community Bank first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.41M in Q3 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • United Community Bank held 10,343 shares of JPMorgan Chase worth $3.04M as of Q1 2026.
  • United Community Bank bought 607 JPMorgan Chase shares in Q1 2026, an estimated $184K.
  • JPMorgan Chase made up 1.01% of United Community Bank's portfolio in Q1 2026, its #19 holding.
  • United Community Bank first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • United Community Bank's JPMorgan Chase position peaked at $3.41M in Q3 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.