Union Heritage Capital, LLC / JPM
Union Heritage Capital, LLC’s Jpmorgan Chase & Co Position
Does Union Heritage Capital, LLC own Jpmorgan Chase & Co (JPM)? Yes — 27.3K shares worth $8M (+2.98% of its 13F portfolio) as of Q1 2026, down from 30.2K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
27.3K
% of Portfolio
+2.98%
Quarters Held
16
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 27.3K | $8M | +2.98% |
| Q4 2025 | 30.2K | $10M | +3.30% |
| Q3 2025 | 30.2K | $10M | +3.09% |
| Q2 2025 | 30.2K | $9M | +3.05% |
| Q1 2025 | 30.2K | $7M | +2.76% |
| Q4 2024 | 30.2K | $6M | +2.35% |
| Q2 2023 | 25.6K | $3,723 | +2.02% |
| Q1 2023 | 22.6K | $2,945 | +1.79% |
| Q4 2022 | 22.6K | $3,031 | +1.85% |
| Q3 2022 | 22.6K | $2M | +1.57% |
| Q2 2022 | 22.6K | $3M | +1.64% |
| Q1 2022 | 22.6K | $3M | +1.71% |
| Q4 2021 | 23.0K | $4M | +1.71% |
| Q3 2021 | 23.0K | $4M | +1.77% |
| Q2 2021 | 23.0K | $4M | +1.67% |
| Q1 2021 | 18.3K | $2.8B | +1.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Union Heritage Capital, LLC’s full portfolio or all institutional holders of JPM.