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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 370,760 |
-1.4% |
| $109.1M |
| 0.7% |
| $300.26 |
0 |
| 2025-Q4 | 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 |