JPM JPMORGAN CHASE & CO

Ownership history in UBS Group AG  ·  135 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.03% (2025 Q2)
Avg. % of fund
0.3%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
135
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,895,635 +16,584,235 +717.5% 0.99% $6.09B $320.77
2025 Q4 ADDED 2,311,400 +1,583,878 +217.7% 0.12% $744.8M $320.77
2025 Q4 REDUCED 727,522 -18,833,724 -96.3% 0.04% $234.4M $320.77
2025 Q3 ADDED 19,561,246 +17,378,746 +796.3% 0.97% $6.17B $312.49
2025 Q3 ADDED 2,182,500 +1,387,350 +174.5% 0.11% $688.4M $312.49
2025 Q3 REDUCED 795,150 -19,641,477 -96.1% 0.04% $250.8M $312.49
2025 Q2 ADDED 20,436,627 +18,853,027 +1190.5% 1.03% $5.92B $285.83
2025 Q2 ADDED 1,583,600 +843,980 +114.1% 0.08% $459.1M $285.83
2025 Q2 REDUCED 739,620 -21,226,853 -96.6% 0.04% $214.4M $285.83
2025 Q1 ADDED 21,966,473 +19,634,112 +841.8% 0.99% $5.39B $240.37
125 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)
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