JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 1610520
As of 2026-06-30, UBS Group AG reported 18.81M JPM (shares), valued at $6.16B, or 0.98% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 1.59%; reported value increased 9.51%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.98% | 18,807,767 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 1.00% | 19,111,750 | SEC filing ↗Filed May 5, 2026Combination report |
| Q4 2025 | 1.21% | 18,895,635 | SEC filing ↗Filed Jan 29, 2026Combination report |
| Q3 2025 | 1.21% | 19,561,246 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 1.24% | 20,436,627 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 1.19% | 21,966,473 | SEC filing ↗Filed May 13, 2025Combination report |
| Q4 2024 | 1.07% | 19,961,287 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.13% | 19,108,878 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 1.17% | 18,831,629 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 1.16% | 17,595,944 | SEC filing ↗Filed May 13, 2024Combination report |
| Q4 2023 | 1.10% | 16,088,029 | SEC filing ↗Filed Feb 9, 2024Combination report |
| Q3 2023 | 1.04% | 15,616,622 | SEC filing ↗Filed Nov 9, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.04% | 15,616,622 | $2.26B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 1.10% | 16,088,029 | $2.74B | Shares increased 3.02%; reported value increased 20.83%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.16% | 17,595,944 | $3.52B | Shares increased 9.37%; reported value increased 28.79%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.17% | 18,831,629 | $3.81B | Shares increased 7.02%; reported value increased 8.07%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.13% | 19,108,878 | $4.03B | Shares increased 1.47%; reported value increased 5.79%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.07% | 19,961,287 | $4.78B | Shares increased 4.46%; reported value increased 18.75%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.19% | 21,966,473 | $5.39B | Shares increased 10.05%; reported value increased 12.61%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.24% | 20,436,627 | $5.92B | Shares decreased 6.96%; reported value increased 9.95%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.21% | 19,561,246 | $6.17B | Shares decreased 4.28%; reported value increased 4.14%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.21% | 18,895,635 | $6.09B | Shares decreased 3.40%; reported value decreased 1.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.00% | 19,111,750 | $5.62B | Shares increased 1.14%; reported value decreased 7.66%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2026 |
| Q2 2026 | 0.98% | 18,807,767 | $6.16B | Shares decreased 1.59%; reported value increased 9.51%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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