Current position

J.P. Morgan Asset Management’s Ubs Group Ag (UBS) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

JPMorgan Chase & Co. (consolidated SEC filer)Verified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2015Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares56.48MHighest verified quarter-end share count
Quarters reported18Verified quarters with shares above zero
What happened?

JPMorgan Chase & Co. (consolidated SEC filer) first reported Ubs Group Ag in Q1 2015. The reported position was increased and reduced across later filings. JPMorgan Chase & Co. (consolidated SEC filer) currently reports 29.67M shares. The latest verified filing showed: Bought 8.1% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 8.1% more+2.23M shares · 29.67M shares reported after the change
Filing context

Quarter-end price $49.49

Q1 2026
Sold 32.1% of the position−12.96M shares · 27.43M shares remained
Filing context

Quarter-end price $36.67

Q4 2025
Bought 16.1% more+5.62M shares · 40.39M shares reported after the change
Filing context

Quarter-end price $46.31

Q3 2025
Bought 10.2% more+3.22M shares · 34.78M shares reported after the change
Filing context

Quarter-end price $41.00

Q1 2025
Bought 23.4% more+6.20M shares · 32.67M shares reported after the change
Filing context

Quarter-end price $30.63

Q4 2024
Sold 48.2% of the position−24.61M shares · 26.47M shares remained
Filing context

Quarter-end price $30.32

Portfolio importance

How important is Ubs Group Ag in JPMorgan Chase & Co. (consolidated SEC filer)’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#218of 7720 reported positions
Peak portfolio weight0.3%Q3 2015
Best historical rank#70Q3 2015
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$49.672026-09-25

Market context only; not an investor transaction price.

Latest filing quarter-end price$49.49Q2 2026

Derived from validated reported value and shares where supported.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

The reported holdings and portfolio value cover JPMorgan Chase & Co.'s consolidated 13F filing, not J.P. Morgan Asset Management alone, a single fund, or the firm's total assets under management. The displayed holdings and history are bounded selections; weights use the full reported 13F value. Portfolio performance is not published, and position-level estimates remain withheld unless their evidence gates pass.