SEC 13F Intelligence

United Capital Financial Advisors, LLC / JPM

United Capital Financial Advisors, LLC’s Jpmorgan Chase & Co Position

Does United Capital Financial Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 370.8K shares worth $109M (+0.67% of its 13F portfolio) as of Q1 2026, down from 376.2K shares the prior filed quarter.

Position Value
$109M
Q1 2026
Shares
370.8K
% of Portfolio
+0.67%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $70MQ4 ’18Q1 ’19: $76MQ2 ’19: $89MQ3 ’19: $83MQ4 ’19: $102MQ4 ’19Q1 ’20: $64MQ2 ’20: $69MQ3 ’20: $73MQ4 ’20: $92MQ4 ’20Q1 ’21: $109MQ2 ’21: $112MQ3 ’21: $119MQ4 ’21: $115MQ4 ’21Q1 ’22: $99MQ2 ’22: $85MQ3 ’22: $77MQ4 ’22: $98MQ4 ’22Q1 ’23: $94MQ2 ’23: $92MQ3 ’23: $93MQ4 ’23: $83MQ4 ’23Q1 ’24: $90MQ2 ’24: $78MQ3 ’24: $81MQ4 ’24: $91MQ4 ’24Q1 ’25: $91MQ2 ’25: $106MQ3 ’25: $113MQ4 ’25: $121MQ4 ’25Q1 ’26: $109Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026370.8K$109M+0.67%
Q4 2025376.2K$121M+0.73%
Q3 2025357.0K$113M+0.81%
Q2 2025364.3K$106M+0.85%
Q1 2025370.4K$91M+0.78%
Q4 2024377.7K$91M+0.76%
Q3 2024382.1K$81M+0.66%
Q2 2024387.7K$78M+0.67%
Q1 2024447.8K$90M+0.74%
Q4 2023485.3K$83M+0.69%
Q3 2023639.2K$93M+0.61%
Q2 2023707.0K$92M+0.51%
Q1 2023723.2K$94M+0.52%
Q4 2022730.2K$98M+0.55%
Q3 2022736.3K$77M+0.45%
Q2 2022758.8K$85M+0.47%
Q1 2022724.8K$99M+0.48%
Q4 2021723.3K$115M+0.53%
Q3 2021724.9K$119M+0.59%
Q2 2021719.2K$112M+0.56%
Q1 2021717.1K$109M+0.60%
Q4 2020726.6K$92M+0.56%
Q3 2020757.5K$73M+0.48%
Q2 2020734.2K$69M+0.50%
Q1 2020706.7K$64M+0.53%
Q4 2019735.0K$102M+0.66%
Q3 2019702.1K$83M+0.58%
Q2 2019794.9K$89M+0.58%
Q1 2019748.9K$76M+0.53%
Q4 2018719.2K$70M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of JPM.