UNIVEST FINANCIAL Corp

Position in JPM — Jpmorgan Chase & Co

CIK 102212 SOUDERTON, PA

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,267,680

+$1,223,294 QoQ

Shares Held

34,423

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,354

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

UNIVEST FINANCIAL Corp holds $28,160,031 across 5 Banks - Diversified names. JPM ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	34,423	$11,267,680
2	BAC	Bank Of America Corp /De/	155,428	$8,856,286
3	TD	Toronto Dominion Bank	60,658	$7,365,700
4	WFC	Wells Fargo & Company/Mn	5,165	$426,835
5	C	Citigroup Inc	1,740	$243,530

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,267,680	34,423	+0.8%	Shares	Defined	2026-08-07
2026-03-31	$10,044,386	34,146	-7.1%	Shares	Defined	2026-05-01
2025-12-31	$11,849,318	36,774	-1.7%	Shares	Other	2026-02-04
2025-09-30	$11,805,597	37,427	-2.0%	Shares	Defined	2025-10-30
2025-06-30	$11,076,880	38,208	-3.6%	Shares	Defined	2025-08-04
2025-03-31	$9,725,163	39,646	-2.4%	Shares	Other	2025-05-08
2024-12-31	$9,736,059	40,616	-0.7%	Shares	Defined	2025-02-12
2024-09-30	$8,620,588	40,883	+442.6%	Shares	Other	2024-11-14
2024-06-30	$1,524,028	7,535	-3.7%	Shares	Other	2024-08-05
2024-03-31	$1,566,746	7,822	-74.0%	Shares	Sole	2024-05-08
2023-12-31	$5,118,818	30,093	-1.2%	Shares	Sole	2024-02-06
2023-09-30	$4,416,583	30,455	-9.7%	Shares	Sole	2023-11-08
2023-06-30	$4,906,709	33,737	-0.6%	Shares	Other	2023-08-08
2023-03-31	$4,423,893	33,949	-6.8%	Shares	Sole	2023-05-08
2022-12-31	$4,885,531	36,432	-9.0%	Shares	Other	2023-02-10
2022-09-30	$4,185,642	40,054	-7.6%	Shares	Other	2022-11-04
2022-06-30	$4,880,854	43,343	+4.2%	Shares	Sole	2022-08-05
2022-03-31	$5,669,684	41,591	+2.0%	Shares	Other	2022-05-05
2021-12-31	$6,459,096	40,790	-1.1%	Shares	Sole	2022-02-08
2021-09-30	$6,753,685	41,259	+1.4%	Shares	Sole	2021-11-12
2021-06-30	$6,330,011	40,697	+0.0%	Shares	Sole	2021-07-20
2021-03-31	$6,194,847	40,694	-3.0%	Shares	Sole	2021-04-14
2020-12-31	$5,330,459	41,949	-2.5%	Shares	Sole	2021-01-19
2020-09-30	$4,143,556	43,041	-1.4%	Shares	Sole	2020-10-13
2020-06-30	$4,104,307	43,635	-4.0%	Shares	Other	2020-07-09
2020-03-31	$4,092,583	45,458	—	Shares	Other	2020-05-05
No filing history on record for this holder in this stock.