UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 19617
As of 2026-06-30, JPMORGAN CHASE & CO reported 20.25M UNH (shares), valued at $8.50B, or 0.50% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 5.99%; reported value increased 69.96%, and weight changed +0.16 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 | 0.50% | 20,246,047 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 0.34% | 19,102,541 | SEC filing ↗Filed May 13, 2026Amended |
| Q4 2025 | 0.38% | 17,199,093 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 0.41% | 18,554,646 | SEC filing ↗Filed Nov 26, 2025Amended |
| Q2 2025 | 0.43% | 19,996,223 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 1.05% | 26,293,837 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.98% | 24,432,835 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 1.23% | 26,350,282 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q2 2024 | 1.07% | 24,348,903 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q1 2024 | 1.05% | 23,840,608 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q4 2023 | 1.29% | 23,948,592 | SEC filing ↗Filed Dec 26, 2024AmendedCombination report |
| Q3 2023 | 1.37% | 23,323,618 | SEC filing ↗Filed Nov 14, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.37% | 23,323,618 | $11.76B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.29% | 23,948,592 | $12.61B | Shares increased 2.68%; reported value increased 7.22%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q1 2024 | 1.05% | 23,840,608 | $11.79B | Shares decreased 0.45%; reported value decreased 6.46%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q2 2024 | 1.07% | 24,348,903 | $12.40B | Shares increased 2.13%; reported value increased 5.14%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q3 2024 | 1.23% | 26,350,282 | $15.41B | Shares increased 8.22%; reported value increased 24.25%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 26, 2024 |
| Q4 2024 | 0.98% | 24,432,835 | $12.36B | Shares decreased 7.28%; reported value decreased 19.78%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.05% | 26,293,837 | $13.77B | Shares increased 7.62%; reported value increased 11.42%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.43% | 19,996,223 | $6.24B | Shares decreased 23.95%; reported value decreased 54.70%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.41% | 18,554,646 | $6.41B | Shares decreased 7.21%; reported value increased 2.70%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 26, 2025 |
| Q4 2025 | 0.38% | 17,199,093 | $5.68B | Shares decreased 7.31%; reported value decreased 11.38%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 0.34% | 19,102,541 | $5.00B | Shares increased 11.07%; reported value decreased 11.92%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 0.50% | 20,246,047 | $8.50B | Shares increased 5.99%; reported value increased 69.96%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.