JP Morgan Chase’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $759K | Buy |
20,508
+1,628
| +9% | +$51.4K | ﹤0.01% | 4763 |
|
|
2025
Q4 | $493K | Sell |
18,880
-242
| -1% | -$6.85K | ﹤0.01% | 5066 |
|
|
2025
Q3 | $622K | Sell |
19,122
-66,922
| -78% | -$1.97M | ﹤0.01% | 4900 |
|
|
2025
Q2 | $2.92M | Sell |
86,044
-52,033
| -38% | -$1.63M | ﹤0.01% | 3625 |
|
|
2025
Q1 | $3.55M | Sell |
138,077
-5,173
| -4% | -$140K | ﹤0.01% | 3447 |
|
|
2024
Q4 | $3.68M | Buy |
143,250
+28,617
| +25% | +$596K | ﹤0.01% | 3634 |
|
|
2024
Q3 | $1.86M | Sell |
114,633
-23,478
| -17% | -$402K | ﹤0.01% | 4058 |
|
|
2024
Q2 | $2.17M | Buy |
138,111
+88,045
| +176% | +$1.32M | ﹤0.01% | 3720 |
|
|
2024
Q1 | $798K | Buy |
50,066
+15,400
| +44% | +$224K | ﹤0.01% | 4501 |
|
|
2023
Q4 | $434K | Buy |
34,666
+12,401
| +56% | +$126K | ﹤0.01% | 4892 |
|
|
2023
Q3 | $187K | Sell |
22,265
-3,172
| -12% | -$24.7K | ﹤0.01% | 5103 |
|
|
2023
Q2 | $176K | Buy |
25,437
+64
| +0.3% | +$431 | ﹤0.01% | 5152 |
|
|
2023
Q1 | $187K | Buy |
25,373
+6,622
| +35% | +$47.2K | ﹤0.01% | 5106 |
|
|
2022
Q4 | $126K | Buy |
18,751
+802
| +4% | +$5.3K | ﹤0.01% | 5255 |
|
|
2022
Q3 | $98K | Sell |
17,949
-15,632
| -47% | -$109K | ﹤0.01% | 5300 |
|
|
2022
Q2 | $240K | Sell |
33,581
-15,936
| -32% | -$140K | ﹤0.01% | 4983 |
|
|
2022
Q1 | $438K | Buy |
49,517
+40,706
| +462% | +$334K | ﹤0.01% | 4779 |
|
|
2021
Q4 | $69K | Buy |
8,811
+8,773
| +23,087% | +$65.5K | ﹤0.01% | 5826 |
|
|
2021
Q3 | $0 | Sell |
38
-46
| -55% | -$300 | ﹤0.01% | 6824 |
|
|
2021
Q2 | $1K | Sell |
84
-52,613
| -100% | -$311K | ﹤0.01% | 6273 |
|
|
2021
Q1 | $307K | Buy |
52,697
+19,921
| +61% | +$123K | ﹤0.01% | 4960 |
|
|
2020
Q4 | $212K | Buy |
32,776
+22,019
| +205% | +$126K | ﹤0.01% | 4791 |
|
|
2020
Q3 | $54K | Sell |
10,757
-10,926
| -50% | -$76.8K | ﹤0.01% | 4915 |
|
|
2020
Q2 | $150K | Buy |
21,683
+2,965
| +16% | +$19.5K | ﹤0.01% | 4404 |
|
|
2020
Q1 | $111K | Buy |
+18,718
| New | +$133K | ﹤0.01% | 4486 |
|
|
2019
Q3 | – | Sell |
-3,710
| Closed | -$13K | – | 5974 |
|
|
2019
Q2 | $13K | Buy |
3,710
+503
| +16% | +$1.71K | ﹤0.01% | 5525 |
|
|
2019
Q1 | $11K | Sell |
3,207
-230
| -7% | -$814 | ﹤0.01% | 5526 |
|
|
2018
Q4 | $13K | Sell |
3,437
-312
| -8% | -$886 | ﹤0.01% | 5399 |
|
|
2018
Q3 | $10K | Buy |
3,749
+964
| +35% | +$2.82K | ﹤0.01% | 5502 |
|
|
2018
Q2 | $9K | Sell |
2,785
-234
| -8% | -$718 | ﹤0.01% | 5393 |
|
|
2018
Q1 | $9K | Buy |
3,019
+832
| +38% | +$2.21K | ﹤0.01% | 5185 |
|
|
2017
Q4 | $5K | Sell |
2,187
-27,880
| -93% | -$87.7K | ﹤0.01% | 5323 |
|
|
2017
Q3 | $104K | Sell |
30,067
-16,358
| -35% | -$57.3K | ﹤0.01% | 4294 |
|
|
2017
Q2 | $165K | Sell |
46,425
-5,662
| -11% | -$20.4K | ﹤0.01% | 4040 |
|
|
2017
Q1 | $179K | Sell |
52,087
-3,194
| -6% | -$10.8K | ﹤0.01% | 4114 |
|
|
2016
Q4 | $161K | Sell |
55,281
-18,554
| -25% | -$42.8K | ﹤0.01% | 4250 |
|
|
2016
Q3 | $131K | Buy |
73,835
+43,681
| +145% | +$102K | ﹤0.01% | 3802 |
|
|
2016
Q2 | $68K | Buy |
30,154
+29,790
| +8,184% | +$102K | ﹤0.01% | 3965 |
|
|
2016
Q1 | $2K | Hold |
364
| – | – | ﹤0.01% | 4514 |
|
|
2015
Q4 | $2K | Buy |
+364
| New | +$1.69K | ﹤0.01% | 4533 |
|
|
2015
Q2 | – | Sell |
-32,300
| Closed | -$310K | – | 4191 |
|
|
2015
Q1 | $310K | Sell |
32,300
-3,899
| -11% | -$36.2K | ﹤0.01% | 3691 |
|
|
2014
Q4 | $357K | Buy |
+36,199
| New | +$381K | ﹤0.01% | 3796 |
|
|
2014
Q3 | – | Sell |
-18,127
| Closed | -$220K | – | 4267 |
|
|
2014
Q2 | $220K | Buy |
18,127
+6,495
| +56% | +$77.1K | ﹤0.01% | 3352 |
|
|
2014
Q1 | $151K | Sell |
11,632
-34,132
| -75% | -$449K | ﹤0.01% | 3452 |
|
|
2013
Q4 | $637K | Sell |
45,764
-10,060
| -18% | -$134K | ﹤0.01% | 3360 |
|
|
2013
Q3 | $677K | Buy |
55,824
+20,449
| +58% | +$233K | ﹤0.01% | 3492 |
|
|
2013
Q2 | $365K | Buy |
+35,375
| New | +$407K | ﹤0.01% | 3739 |
|
Other funds holding UTI
CCM
VCM
CAM
WA
DCM
HRCM
