USS Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $133M | Buy |
453,233
+6,128
| +1% | +$1.86M | 0.52% | 35 |
|
|
2025
Q4 | $144M | Sell |
447,105
-2,066
| -0.5% | -$640K | 0.67% | 34 |
|
|
2025
Q3 | $142M | Sell |
449,171
-121
| -0% | -$36K | 0.64% | 33 |
|
|
2025
Q2 | $130M | Sell |
449,292
-2,798
| -0.6% | -$714K | 0.77% | 32 |
|
|
2025
Q1 | $111M | Sell |
452,090
-18
| -0% | -$4.59K | 0.81% | 32 |
|
|
2024
Q4 | $108M | Sell |
452,108
-1,514
| -0.3% | -$353K | 0.76% | 31 |
|
|
2024
Q3 | $95.6M | Sell |
453,622
-11,303
| -2% | -$2.38M | 0.7% | 30 |
|
|
2024
Q2 | $94.1M | Buy |
464,925
+10,395
| +2% | +$2.03M | 0.75% | 27 |
|
|
2024
Q1 | $91M | Buy |
454,530
+7,230
| +2% | +$1.3M | 0.74% | 27 |
|
|
2023
Q4 | $76.2M | Sell |
447,300
-40,443
| -8% | -$6.13M | 0.68% | 27 |
|
|
2023
Q3 | $70.7M | Buy |
487,743
+11,465
| +2% | +$1.72M | 0.77% | 26 |
|
|
2023
Q2 | $69.2M | Buy |
476,278
+5,148
| +1% | +$708K | 0.82% | 20 |
|
|
2023
Q1 | $61.4M | Buy |
471,130
+12,399
| +3% | +$1.7M | 0.83% | 22 |
|
|
2022
Q4 | $61.5M | Sell |
458,731
-25,706
| -5% | -$3.26M | 0.86% | 20 |
|
|
2022
Q3 | $50.7M | Sell |
484,437
-218,629
| -31% | -$25.1M | 0.74% | 19 |
|
|
2022
Q2 | $79.2M | Sell |
703,066
-41,992
| -6% | -$5.2M | 0.79% | 19 |
|
|
2022
Q1 | $102M | Sell |
745,058
-8,066
| -1% | -$1.19M | 0.83% | 16 |
|
|
2021
Q4 | $119M | Hold |
753,124
| – | – | 0.9% | 14 |
|
|
2021
Q3 | $123M | Buy |
753,124
+573,460
| +319% | +$89.9M | 1.04% | 11 |
|
|
2021
Q2 | $27.9M | Hold |
179,664
| – | – | 0.22% | 93 |
|
|
2021
Q1 | $27.4M | Hold |
179,664
| – | – | 0.24% | 89 |
|
|
2020
Q4 | $22.8M | Sell |
179,664
-1,700
| -0.9% | -$190K | 0.21% | 98 |
|
|
2020
Q3 | $17.5M | Buy |
181,364
+11,392
| +7% | +$1.12M | 0.17% | 112 |
|
|
2020
Q2 | $16M | Buy |
169,972
+72,503
| +74% | +$6.88M | 0.17% | 109 |
|
|
2020
Q1 | $8.78M | Buy |
+97,469
| New | +$11.8M | 0.12% | 124 |
|
|
2017
Q3 | – | Sell |
-1,800,000
| Closed | -$165M | – | 139 |
|
|
2017
Q2 | $165M | Hold |
1,800,000
| – | – | 1.54% | 11 |
|
|
2017
Q1 | $158M | Hold |
1,800,000
| – | – | 2.19% | 12 |
|
|
2016
Q4 | $155M | Hold |
1,800,000
| – | – | 2.38% | 9 |
|
|
2016
Q3 | $120M | Hold |
1,800,000
| – | – | 1.84% | 18 |
|
|
2016
Q2 | $112M | Hold |
1,800,000
| – | – | 1.95% | 17 |
|
|
2016
Q1 | $107M | Hold |
1,800,000
| – | – | 1.79% | 18 |
|
|
2015
Q4 | $119M | Hold |
1,800,000
| – | – | 1.96% | 15 |
|
|
2015
Q3 | $110M | Hold |
1,800,000
| – | – | 1.95% | 15 |
|
|
2015
Q2 | $122M | Hold |
1,800,000
| – | – | 1.94% | 12 |
|
|
2015
Q1 | $109M | Hold |
1,800,000
| – | – | 1.78% | 14 |
|
|
2014
Q4 | $113M | Hold |
1,800,000
| – | – | 1.85% | 12 |
|
|
2014
Q3 | $108M | Hold |
1,800,000
| – | – | 1.9% | 11 |
|
|
2014
Q2 | $104M | Buy |
1,800,000
+350,000
| +24% | +$19.7M | 1.78% | 15 |
|
|
2014
Q1 | $88M | Buy |
+1,450,000
| New | +$83.8M | 1.59% | 23 |
|
Other funds holding JPM
VCM
VPM
USS Investment Management's JPM Position: Q1 2026 in Review
USS Investment Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $1.86M and bringing the position to 453,233 shares worth $133M. The position accounts for 0.52% of the portfolio, ranked #35.
USS Investment Management first reported a position in JPM in Q1 2014 and has held it in 39 quarters since. The position peaked at $165M in Q2 2017. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- USS Investment Management held 453,233 shares of JPMorgan Chase worth $133M as of Q1 2026.
- USS Investment Management bought 6,128 JPMorgan Chase shares in Q1 2026, an estimated $1.86M.
- JPMorgan Chase made up 0.52% of USS Investment Management's portfolio in Q1 2026, its #35 holding.
- USS Investment Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 39 quarters since.
- USS Investment Management's JPMorgan Chase position peaked at $165M in Q2 2017.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.