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JPM
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in JPMORGAN CHASE & CO

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 370,760 shares of JPM (JPMORGAN CHASE & CO), worth $109.1M as of 2026-Q1. The position was decreased (-1.4% shares). JPM represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$109.1M

Current Shares

370,760

Total Value Change

+$30.7M

Total Shares Change

-16,906

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
370,760
-1.4%
$109.1M0.7%$300.26
0
2025-Q4
Increased
376,217
+5.4%
$121.2M0.7%$321.97
45
2025-Q3
Decreased
356,996
-2.0%
$112.6M0.8%$312.75
0
2025-Q2
Decreased
364,338
-1.6%
$105.6M0.9%$283.07
0
2025-Q1
Decreased
370,378
-1.9%
$90.9M0.8%$237.97
0
2024-Q4
Decreased
377,712
-1.1%
$90.5M0.8%$233.31
0
2024-Q3
Decreased
382,120
-1.4%
$80.6M0.7%$203.96
0
2024-Q2
Decreased
387,666
-13.4%
$78.4M0.7%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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