Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in JPMORGAN CHASE & CO
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 376,217 shares of JPM (JPMORGAN CHASE & CO), worth $121.2M as of 2025-Q4. The position was increased (++5.4% shares). JPM represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$121.2M
Current Shares
376,217
Total Value Change
+$42.8M
Total Shares Change
-11,449
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 376,217 |
+5.4% |
| $121.2M |
| 0.7% |
| $321.97 |
45 |
| 2025-Q3 | Decreased | 356,996 | -2.0% | $112.6M | 0.8% | $312.75 | 0 |
| 2025-Q2 | Decreased | 364,338 | -1.6% | $105.6M | 0.9% | $283.07 | 0 |
| 2025-Q1 | Decreased | 370,378 | -1.9% | $90.9M | 0.8% | $237.97 | 0 |
| 2024-Q4 | Decreased | 377,712 | -1.1% | $90.5M | 0.8% | $233.31 | 0 |
| 2024-Q3 | Decreased | 382,120 | -1.4% | $80.6M | 0.7% | $203.96 | 0 |
| 2024-Q2 | Decreased | 387,666 | -13.4% | $78.4M | 0.7% | $194.90 | 0 |