JP Morgan Chase’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.8M | Sell |
486,080
-71,737
| -13% | -$3.67M | ﹤0.01% | 1870 |
|
|
2025
Q4 | $27M | Sell |
557,817
-50,267
| -8% | -$2.45M | ﹤0.01% | 1821 |
|
|
2025
Q3 | $29.1M | Buy |
608,084
+14,894
| +3% | +$727K | ﹤0.01% | 1789 |
|
|
2025
Q2 | $30.9M | Buy |
593,190
+23,820
| +4% | +$1.32M | ﹤0.01% | 1636 |
|
|
2025
Q1 | $32.8M | Sell |
569,370
-23,822
| -4% | -$1.31M | ﹤0.01% | 1547 |
|
|
2024
Q4 | $32.1M | Sell |
593,192
-23,999
| -4% | -$1.39M | ﹤0.01% | 1616 |
|
|
2024
Q3 | $37.4M | Sell |
617,191
-1,619
| -0.3% | -$94.5K | ﹤0.01% | 1522 |
|
|
2024
Q2 | $32M | Sell |
618,810
-25,772
| -4% | -$1.32M | ﹤0.01% | 1511 |
|
|
2024
Q1 | $33.7M | Sell |
644,582
-15,043
| -2% | -$757K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $34.7M | Buy |
659,625
+144,178
| +28% | +$6.98M | ﹤0.01% | 1441 |
|
|
2023
Q3 | $22M | Buy |
515,447
+10,788
| +2% | +$528K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $25.6M | Buy |
504,659
+151,757
| +43% | +$8.42M | ﹤0.01% | 1522 |
|
|
2023
Q1 | $20.1M | Buy |
352,902
+100,420
| +40% | +$5.36M | ﹤0.01% | 1657 |
|
|
2022
Q4 | $13M | Buy |
252,482
+18,680
| +8% | +$950K | ﹤0.01% | 2029 |
|
|
2022
Q3 | $10.9M | Sell |
233,802
-3,364
| -1% | -$182K | ﹤0.01% | 2089 |
|
|
2022
Q2 | $13.9M | Buy |
237,166
+65,119
| +38% | +$3.51M | ﹤0.01% | 1905 |
|
|
2022
Q1 | $8.58M | Sell |
172,047
-83,847
| -33% | -$4.1M | ﹤0.01% | 2528 |
|
|
2021
Q4 | $11.8M | Buy |
255,894
+84,609
| +49% | +$3.67M | ﹤0.01% | 2307 |
|
|
2021
Q3 | $7.33M | Buy |
171,285
+36,359
| +27% | +$1.82M | ﹤0.01% | 2694 |
|
|
2021
Q2 | $7.15M | Sell |
134,926
-8,773
| -6% | -$472K | ﹤0.01% | 2724 |
|
|
2021
Q1 | $6.57M | Sell |
143,699
-21,562
| -13% | -$942K | ﹤0.01% | 2753 |
|
|
2020
Q4 | $7.32M | Buy |
165,261
+23,285
| +16% | +$929K | ﹤0.01% | 2468 |
|
|
2020
Q3 | $5.46M | Sell |
141,976
-16,844
| -11% | -$707K | ﹤0.01% | 2493 |
|
|
2020
Q2 | $7.12M | Buy |
158,820
+24,408
| +18% | +$1.19M | ﹤0.01% | 2177 |
|
|
2020
Q1 | $7.03M | Buy |
134,412
+33,443
| +33% | +$1.98M | ﹤0.01% | 2012 |
|
|
2019
Q4 | $6.24M | Buy |
100,969
+5,804
| +6% | +$359K | ﹤0.01% | 2509 |
|
|
2019
Q3 | $6.04M | Buy |
95,165
+9,683
| +11% | +$580K | ﹤0.01% | 2534 |
|
|
2019
Q2 | $5.11M | Buy |
85,482
+3,618
| +4% | +$206K | ﹤0.01% | 2631 |
|
|
2019
Q1 | $4.43M | Buy |
81,864
+11,745
| +17% | +$613K | ﹤0.01% | 2675 |
|
|
2018
Q4 | $3.55M | Buy |
70,119
+1,703
| +2% | +$84.8K | ﹤0.01% | 2838 |
|
|
2018
Q3 | $3.48M | Sell |
68,416
-3,992
| -6% | -$204K | ﹤0.01% | 3045 |
|
|
2018
Q2 | $3.7M | Sell |
72,408
-54,169
| -43% | -$2.61M | ﹤0.01% | 2928 |
|
|
2018
Q1 | $5.87M | Sell |
126,577
-8,624
| -6% | -$378K | ﹤0.01% | 2438 |
|
|
2017
Q4 | $6.17M | Sell |
135,201
-2,053
| -1% | -$103K | ﹤0.01% | 2511 |
|
|
2017
Q3 | $6.84M | Sell |
137,254
-8,200
| -6% | -$408K | ﹤0.01% | 2306 |
|
|
2017
Q2 | $7.03M | Buy |
145,454
+7,683
| +6% | +$365K | ﹤0.01% | 2240 |
|
|
2017
Q1 | $6.2M | Sell |
137,771
-4,112
| -3% | -$185K | ﹤0.01% | 2282 |
|
|
2016
Q4 | $6.43M | Buy |
141,883
+7,199
| +5% | +$300K | ﹤0.01% | 2251 |
|
|
2016
Q3 | $5.26M | Buy |
134,684
+16,532
| +14% | +$682K | ﹤0.01% | 2212 |
|
|
2016
Q2 | $5.04M | Sell |
118,152
-6,360
| -5% | -$258K | ﹤0.01% | 2285 |
|
|
2016
Q1 | $5.29M | Sell |
124,512
-2,043
| -2% | -$79.8K | ﹤0.01% | 2185 |
|
|
2015
Q4 | $4.54M | Buy |
126,555
+464
| +0.4% | +$16.7K | ﹤0.01% | 2282 |
|
|
2015
Q3 | $4.65M | Buy |
126,091
+1,797
| +1% | +$63.4K | ﹤0.01% | 2265 |
|
|
2015
Q2 | $4.1M | Sell |
124,294
-1,110
| -0.9% | -$37.5K | ﹤0.01% | 2515 |
|
|
2015
Q1 | $4.36M | Sell |
125,404
-367
| -0.3% | -$12.9K | ﹤0.01% | 2446 |
|
|
2014
Q4 | $4.61M | Buy |
125,771
+3,771
| +3% | +$132K | ﹤0.01% | 2463 |
|
|
2014
Q3 | $3.79M | Buy |
122,000
+325
| +0.3% | +$10.5K | ﹤0.01% | 2537 |
|
|
2014
Q2 | $4.12M | Sell |
121,675
-3,964
| -3% | -$131K | ﹤0.01% | 2168 |
|
|
2014
Q1 | $4.13M | Buy |
125,639
+9,056
| +8% | +$281K | ﹤0.01% | 2199 |
|
|
2013
Q4 | $3.56M | Sell |
116,583
-8,735
| -7% | -$263K | ﹤0.01% | 2387 |
|
|
2013
Q3 | $3.67M | Buy |
125,318
+51,455
| +70% | +$1.52M | ﹤0.01% | 2390 |
|
|
2013
Q2 | $2.13M | Buy |
+73,863
| New | +$2.15M | ﹤0.01% | 2758 |
|
Other funds holding UTL
VCM
FCM
VPM
