Universal-Beteiligungs- und Servicegesellschaft’s JPMorgan Chase JPM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$552M	Sell	1,699,648 -200,236	-11%	-$62.2M	0.84%	16
2026 Q1	$555M	Sell	1,899,884 -80,715	-4%	-$24.5M	0.96%	11
2025 Q4	$635M	Sell	1,980,599 -54,614	-3%	-$16.9M	1.03%	12
2025 Q3	$642M	Sell	2,035,213 -69,689	-3%	-$20.7M	1.07%	11
2025 Q2	$610M	Buy	2,104,902 +303,259	+17%	+$77.4M	1.08%	10
2025 Q1	$442M	Sell	1,801,643 -92,488	-5%	-$23.6M	0.88%	13
2024 Q4	$454M	Buy	+1,894,131	New	+$441M	0.9%	12

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's JPM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $62.2M and leaving 1,699,648 shares worth $552M. The position accounts for 0.84% of the portfolio, ranked #16.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $642M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 1,699,648 shares of JPMorgan Chase worth $552M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 200,236 JPMorgan Chase shares in Q2 2026, an estimated $62.2M.
JPMorgan Chase made up 0.84% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #16 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's JPMorgan Chase position peaked at $642M in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.