UBS Group AG JPMO β€” TIDAL ETF TR II

Ownership history in UBS Group AG  Β·  4 quarters on record

AI Ownership Summary

UBS Group AG reported TIDAL ETF TR II (JPMO) in 4 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows JPMO at 0.00% 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.

What this JPMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in TIDAL ETF TR II, 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 Q1

JPMO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2023 Q4 to 2026 Q1

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.

How UBS Group AG held JPMO β€” position size vs. price
% of Fund (quarterly)    JPMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 733 -181 -19.8% 0.00% $10K 2026-05-05 $14.10
2025 Q2 ADDED β€” β€” β€” 914 +654 +251.5% 0.00% $16K 2025-08-14 $13.44
2024 Q1 ADDED β€” β€” β€” 260 +83 +46.9% 0.00% $6K 2024-05-13 $11.45
2023 Q4 INITIATED β€” β€” β€” 177 β€” β€” 0.00% $4K 2024-02-09 $10.81

🏒 Other funds also holding JPMO

As of 2026 Q1 β€” sorted by position size

NBC SECURITIES, INC. 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About UBS Group AG and JPMO

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

How long has UBS Group AG reported owning JPMO?

UBS Group AG reported JPMO across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JPMO position in UBS Group AG's portfolio?

The largest reported portfolio weight for JPMO was 0.00% in 2025 Q2.

What is the latest reported JPMO position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 733 shares, equal to 0.00% of portfolio, with an estimated market value of $10K.

What does the chart on this JPMO ownership page compare?

The chart compares UBS Group AG's quarterly JPMO 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 Group AG time their JPMO position?

Based on 13F filing dates vs. subsequent JPMO price moves, UBS Group AG correctly timed 3 out of 3 reported position changes (100%).

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