JP Morgan Chase
UN

JP Morgan Chase’s Unilever NV New York Registry Shares UN Stock Holding History

JP Morgan Chase’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-90,000
Closed -$4.47M – 5513
2017
Q1 		$4.47M Buy
+90,000
New +$4.03M ﹤0.01% 2512
2016
Q3 		– Sell
-47,000
Closed -$2.21M – 5122
2016
Q2 		$2.21M Buy
+47,000
New +$2.11M ﹤0.01% 2753

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

JP Morgan Chase's UN Position: Q4 2020 in Review

JP Morgan Chase sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 459,960 shares — an estimated $27.9M sold.

JP Morgan Chase first reported a position in UN in Q2 2013 and held it in 30 quarters. The position peaked at $145M in Q2 2014. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • JP Morgan Chase reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Chase sold 459,960 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $27.9M.
  • JP Morgan Chase first reported a position in Unilever NV New York Registry Shares in Q2 2013 and held it in 30 quarters.
  • JP Morgan Chase's Unilever NV New York Registry Shares position peaked at $145M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

Based on JP Morgan Chase's 13F filing for Q4 2020, filed 11 Feb 2021.