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
2025
Q4 		– Sell
-11,200
Closed -$3.5M – 2114
2025
Q3 		$3.5M Buy
11,200
+2,200
+24% +$654K 0.01% 1040
2025
Q2 		$2.62M Hold
9,000
– – ﹤0.01% 1099
2025
Q1 		$2.21M Buy
+9,000
New +$2.29M ﹤0.01% 1147

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 3,452 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.
  • 3,452 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.