Universal- Beteiligungs- und Servicegesellschaft mbH
Position in JPM — Jpmorgan Chase & Co
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$556,345,779
-$2,524,098 QoQ
Shares Held
1,699,648
-10.5% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#137
of 5,072 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $1,287,494,300 across 5 Banks - Diversified names. JPM ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,699,648 | $556,345,779 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,680,923 | $266,718,992 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,428,798 | $200,715,866 | |
| 4 | C |
Citigroup Inc
|
1,202,414 | $168,289,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
659,870 | $95,423,800 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,345,779 | 1,699,648 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $558,869,877 | 1,899,884 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $638,188,609 | 1,980,599 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $641,967,236 | 2,035,213 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $610,232,138 | 2,104,902 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $441,943,027 | 1,801,643 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $454,042,142 | 1,894,131 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||