JP Morgan Chase’s UGI Corporation UGIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-27,856
Closed -$1.62M 7849
2024
Q1
$1.62M Sell
27,856
-1,437
-5% -$82.6K ﹤0.01% 4011
2023
Q4
$1.73M Buy
29,293
+14,893
+103% +$802K ﹤0.01% 3946
2023
Q3
$823K Buy
14,400
+14,288
+12,757% +$878K ﹤0.01% 4187
2023
Q2
$7.44K Sell
112
-5,000
-98% -$363K ﹤0.01% 6104
2023
Q1
$407K Sell
5,112
-34,888
-87% -$3.04M ﹤0.01% 4629
2022
Q4
$3.46M Buy
40,000
+15,000
+60% +$1.28M ﹤0.01% 3133
2022
Q3
$1.99M Buy
25,000
+23,500
+1,567% +$2.18M ﹤0.01% 3458
2022
Q2
$137K Buy
+1,500
New +$141K ﹤0.01% 5267
2021
Q3
Sell
-2,250
Closed -$240K 6902
2021
Q2
$240K Buy
+2,250
New +$239K ﹤0.01% 5148

JP Morgan Chase's UGIC Position: Q2 2024 in Review

JP Morgan Chase sold out of UGI Corporation (UGIC) in Q2 2024, closing a stake of 27,856 shares — an estimated $1.62M sold.

JP Morgan Chase first reported a position in UGIC in Q2 2021 and held it in 9 quarters. The position peaked at $3.46M in Q4 2022. 0 funds tracked by Wall St. Rank hold UGIC as of Q2 2024.

  • JP Morgan Chase reported no remaining UGI Corporation position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 27,856 UGI Corporation shares in Q2 2024, an estimated $1.62M.
  • JP Morgan Chase first reported a position in UGI Corporation in Q2 2021 and held it in 9 quarters.
  • JP Morgan Chase's UGI Corporation position peaked at $3.46M in Q4 2022.
  • 0 funds tracked by Wall St. Rank held UGI Corporation as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.