UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC JPM — JPMORGAN CHASE & CO.

Ownership history in UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC  ·  108 quarters on record

AI Ownership Summary

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported JPMORGAN CHASE & CO. (JPM) in 108 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.17% in 2025 Q2. The latest visible filing shows JPM at 1.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's position in JPMORGAN CHASE & CO., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JPM was reported at 1.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JPM stock page UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC fund profile UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC full holdings
How UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 18,833,413 +134,634 +0.7% 1.12% $6.16B 2026-08-13 $361.31
2026 Q1 ADDED — — — 18,698,779 +2,296,908 +14.0% 1.14% $5.50B 2026-05-13 $297.42
2025 Q4 REDUCED — — — 16,401,871 -232,398 -1.4% 1.12% $5.29B 2026-02-13 $298.17
2025 Q3 REDUCED 16.3% +3.1% ❌ 16,634,269 -3,250,509 -16.3% 1.14% $5.25B 2025-11-14 (Est.) $297.87
2025 Q2 ADDED — — — 19,884,778 +1,443,734 +7.8% 1.17% $5.76B 2025-08-14 (Est.) $287.21
2025 Q1 ADDED — — — 18,441,044 +890,553 +5.1% 1.16% $4.52B 2025-05-19 $257.38
2024 Q4 ADDED — — — 17,550,491 +2,465,572 +16.3% 0.98% $4.21B 2025-02-14 $267.11
2024 Q3 ADDED — — — 15,084,919 +302,592 +2.0% 0.82% $3.18B 2024-11-14 $232.38
2024 Q2 ADDED — — — 14,782,327 +3,162,536 +27.2% 0.86% $2.99B 2024-08-14 $200.76
99 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JPM

As of 2026 Q3 — sorted by position size

Guidance Point Advisors, LLC 3Y 7Y 27.79% LDIC Inc. 10.89% Courant Investment Management LLC 3Y 7Y 9.74% DAVIS-REA LTD. 3Y 7Y 7.74% James Hambro & Partners LLP 3Y 7Y 7.47% WESTCO ADVISORY SERVICES INC /ADV 5.78% KG Capital Management 3Y 7Y 5.75% Quintet Private Bank (Europe) S.A. 3Y 5.5% Morangie Management LLC 5.36% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 5.14%

FAQ About UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported owning JPM?

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported JPM across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported JPM position in UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's portfolio?

The largest reported portfolio weight for JPM was 1.17% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q2, when UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported 18,833,413 shares, equal to 1.12% of portfolio, with an estimated market value of $6.16B.

What does the chart on this JPM ownership page compare?

The chart compares UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC time their JPM position?

Based on 13F filing dates vs. subsequent JPM price moves, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC correctly timed 61 out of 104 reported position changes (59%).

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