IUHSA
Itau Unibanco Holding S.A.’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Sell |
20,255
-139
| -0.7% | -$40.3K | 0.22% | 62 |
|
|
2025
Q1 | $5M | Buy |
+20,394
| New | +$5M | 0.19% | 59 |
|
|
2024
Q3 | – | Sell |
-44,621
| Closed | -$9.03M | – | 376 |
|
|
2024
Q2 | $9.03M | Buy |
+44,621
| New | +$9.03M | 0.37% | 41 |
|
|
2024
Q1 | – | Sell |
-35,419
| Closed | -$6.02M | – | 240 |
|
|
2023
Q4 | $6.02M | Buy |
35,419
+34,354
| +3,226% | +$5.84M | 0.2% | 60 |
|
|
2023
Q3 | $154K | Sell |
1,065
-18,411
| -95% | -$2.67M | 0.01% | 161 |
|
|
2023
Q2 | $2.83M | Buy |
19,476
+18,475
| +1,846% | +$2.69M | 0.13% | 80 |
|
|
2023
Q1 | $130K | Buy |
+1,001
| New | +$130K | 0.01% | 203 |
|
|
2022
Q4 | – | Sell |
-6,184
| Closed | -$646K | – | 570 |
|
|
2022
Q3 | $646K | Sell |
6,184
-185,886
| -97% | -$19.4M | 0.03% | 140 |
|
|
2022
Q2 | $21.6M | Buy |
192,070
+93,175
| +94% | +$10.5M | 0.76% | 32 |
|
|
2022
Q1 | $13.5M | Sell |
98,895
-93,348
| -49% | -$12.7M | 0.38% | 35 |
|
|
2021
Q4 | $30.5M | Buy |
+192,243
| New | +$30.5M | 0.92% | 24 |
|
|
2021
Q3 | – | Sell |
-122,053
| Closed | -$19M | – | 401 |
|
|
2021
Q2 | $19M | Buy |
+122,053
| New | +$19M | 0.93% | 17 |
|
|
2021
Q1 | – | Sell |
-9,665
| Closed | -$1.23M | – | 165 |
|
|
2020
Q4 | $1.23M | Buy |
9,665
+2,082
| +27% | +$265K | 0.06% | 120 |
|
|
2020
Q3 | $730K | Buy |
+7,583
| New | +$730K | 0.04% | 126 |
|
|
2018
Q3 | – | Sell |
-4,480
| Closed | -$467K | – | 696 |
|
|
2018
Q2 | $467K | Sell |
4,480
-12,146
| -73% | -$1.27M | 0.05% | 113 |
|
|
2018
Q1 | $1.83M | Buy |
16,626
+7,889
| +90% | +$867K | 0.01% | 77 |
|
|
2017
Q4 | $934K | Sell |
8,737
-1,510
| -15% | -$161K | 0.06% | 88 |
|
|
2017
Q3 | $3.1M | Buy |
10,247
+9,937
| +3,205% | +$3M | 0.21% | 47 |
|
|
2017
Q2 | $28K | Sell |
310
-80
| -21% | -$7.23K | ﹤0.01% | 364 |
|
|
2017
Q1 | $34K | Buy |
+390
| New | +$34K | ﹤0.01% | 285 |
|