Universal-Beteiligungs- und Servicegesellschaft
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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
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
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

Universal-Beteiligungs- und Servicegesellschaft's JPM Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its JPMorgan Chase (JPM) stake by 4.1% in Q1 2026, selling an estimated $24.5M and leaving 1,899,884 shares worth $555M. The position accounts for 0.96% of the portfolio, ranked #11.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $642M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,899,884 shares of JPMorgan Chase worth $555M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 80,715 JPMorgan Chase shares in Q1 2026, an estimated $24.5M.
  • JPMorgan Chase made up 0.96% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #11 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's JPMorgan Chase position peaked at $642M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.