JP Morgan Chase’s Utz Brands UTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.1M | Sell |
4,097,184
-1,395,248
| -25% | -$13M | ﹤0.01% | 1690 |
|
|
2025
Q4 | $57M | Sell |
5,492,432
-1,802,355
| -25% | -$19.4M | ﹤0.01% | 1275 |
|
|
2025
Q3 | $88.6M | Sell |
7,294,787
-902,471
| -11% | -$12M | 0.01% | 1055 |
|
|
2025
Q2 | $103M | Sell |
8,197,258
-135,386
| -2% | -$1.77M | 0.01% | 917 |
|
|
2025
Q1 | $117M | Buy |
8,332,644
+409,352
| +5% | +$5.63M | 0.01% | 869 |
|
|
2024
Q4 | $124M | Buy |
7,923,292
+1,175,756
| +17% | +$19.9M | 0.01% | 833 |
|
|
2024
Q3 | $119M | Buy |
6,747,536
+2,828,528
| +72% | +$47M | 0.01% | 877 |
|
|
2024
Q2 | $65.2M | Sell |
3,919,008
-245,731
| -6% | -$4.42M | 0.01% | 1119 |
|
|
2024
Q1 | $76.8M | Sell |
4,164,739
-937,654
| -18% | -$16.7M | 0.01% | 1072 |
|
|
2023
Q4 | $82.9M | Sell |
5,102,393
-335,419
| -6% | -$4.43M | 0.01% | 981 |
|
|
2023
Q3 | $73M | Buy |
5,437,812
+99,996
| +2% | +$1.54M | 0.01% | 943 |
|
|
2023
Q2 | $87.3M | Buy |
5,337,816
+170,050
| +3% | +$2.92M | 0.01% | 890 |
|
|
2023
Q1 | $85.1M | Buy |
5,167,766
+102,534
| +2% | +$1.7M | 0.01% | 857 |
|
|
2022
Q4 | $80.3M | Sell |
5,065,232
-396,696
| -7% | -$6.58M | 0.01% | 874 |
|
|
2022
Q3 | $82.5M | Sell |
5,461,928
-187,478
| -3% | -$3.04M | 0.01% | 801 |
|
|
2022
Q2 | $78.1M | Buy |
5,649,406
+180,904
| +3% | +$2.52M | 0.01% | 850 |
|
|
2022
Q1 | $80.8M | Buy |
5,468,502
+435,116
| +9% | +$6.8M | 0.01% | 937 |
|
|
2021
Q4 | $80.3M | Buy |
5,033,386
+1,326,565
| +36% | +$21.1M | 0.01% | 982 |
|
|
2021
Q3 | $63.5M | Buy |
3,706,821
+1,355,828
| +58% | +$27.5M | 0.01% | 1063 |
|
|
2021
Q2 | $51.2M | Buy |
2,350,993
+1,439,895
| +158% | +$35.9M | 0.01% | 1211 |
|
|
2021
Q1 | $22.6M | Buy |
911,098
+250,850
| +38% | +$6.09M | ﹤0.01% | 1657 |
|
|
2020
Q4 | $14.6M | Buy |
660,248
+305,518
| +86% | +$5.81M | ﹤0.01% | 1893 |
|
|
2020
Q3 | $6.3M | Buy |
354,730
+319,730
| +914% | +$4.85M | ﹤0.01% | 2373 |
|
|
2020
Q2 | $480K | Sell |
35,000
-360,852
| -91% | -$4.18M | ﹤0.01% | 3872 |
|
|
2020
Q1 | $4.05M | Buy |
+395,852
| New | +$4.18M | ﹤0.01% | 2444 |
|
Other funds holding UTZ
CCM
VPM
VCM
