UBS Group AG: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on JPM, newest first. How the timeline and the estimate are built.

UBS Group AG held 37,641,180 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 37,641,180 shares
Change vs previous 13F -169,349 shares
1.04% of the 13F portfolio, value $12,321,087,449.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 18,833,413 shares
- UBS Group AG: 18,807,767 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 37,810,529 shares
Change vs previous 13F +2,513,023 shares
1.06% of the 13F portfolio, value $11,122,345,211.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 18,698,779 shares
- UBS Group AG: 19,111,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 35,297,506 shares
Change vs previous 13F -898,009 shares
1.16% of the 13F portfolio, value $11,373,562,383.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 16,401,871 shares
- UBS Group AG: 18,895,635 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 36,195,515 shares
Change vs previous 13F -4,125,890 shares
1.17% of the 13F portfolio, value $11,417,151,296.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 16,634,269 shares
- UBS Group AG: 19,561,246 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 40,321,405 shares
Change vs previous 13F -86,112 shares
1.2% of the 13F portfolio, value $11,689,578,523.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 19,884,778 shares
- UBS Group AG: 20,436,627 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 40,407,517 shares
Change vs previous 13F +2,895,739 shares
1.18% of the 13F portfolio, value $9,911,963,921.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 18,441,044 shares
- UBS Group AG: 21,966,473 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 37,511,778 shares
Change vs previous 13F +3,317,981 shares
1.03% of the 13F portfolio, value $8,991,948,305.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 17,550,491 shares
- UBS Group AG: 19,961,287 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 34,193,797 shares
Change vs previous 13F not available
0.97% of the 13F portfolio, value $7,210,104,036.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 15,084,919 shares
- UBS Group AG: 19,108,878 shares
Acceptance time not in the bulk data set (spec §4.2).