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JPMORGAN CHASE & CO: UGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on UGI, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 1,248,079 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,248,079 shares
    Change vs previous 13F +60,281 shares

    <0.01% of the 13F portfolio, value $43,894,885.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 1,187,798 shares
    Change vs previous 13F -47,264 shares

    <0.01% of the 13F portfolio, value $43,580,355.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,235,062 shares
    Change vs previous 13F -556,120 shares

    <0.01% of the 13F portfolio, value $46,228,372.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 1,791,182 shares
    Change vs previous 13F +171,014 shares

    <0.01% of the 13F portfolio, value $59,574,721.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,620,168 shares
    Change vs previous 13F +328,720 shares

    <0.01% of the 13F portfolio, value $59,006,520.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,291,448 shares
    Change vs previous 13F +94,773 shares

    <0.01% of the 13F portfolio, value $42,708,212.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,196,675 shares
    Change vs previous 13F -31,057 shares

    <0.01% of the 13F portfolio, value $33,782,156.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,227,732 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,717,855.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).