JP Morgan Chase’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.61M | Buy |
222,844
+31,113
| +16% | +$1M | ﹤0.01% | 2935 |
|
|
2025
Q4 | $6.48M | Sell |
191,731
-32,444
| -14% | -$1.03M | ﹤0.01% | 3082 |
|
|
2025
Q3 | $5.9M | Buy |
224,175
+7,088
| +3% | +$175K | ﹤0.01% | 3199 |
|
|
2025
Q2 | $6.02M | Sell |
217,087
-10,782
| -5% | -$274K | ﹤0.01% | 2986 |
|
|
2025
Q1 | $5.4M | Buy |
227,869
+57,295
| +34% | +$1.18M | ﹤0.01% | 3097 |
|
|
2024
Q4 | $3.59M | Buy |
170,574
+23,325
| +16% | +$488K | ﹤0.01% | 3660 |
|
|
2024
Q3 | $3.26M | Buy |
147,249
+38,767
| +36% | +$782K | ﹤0.01% | 3567 |
|
|
2024
Q2 | $2.04M | Buy |
108,482
+25,416
| +31% | +$494K | ﹤0.01% | 3776 |
|
|
2024
Q1 | $1.69M | Buy |
83,066
+66,771
| +410% | +$1.2M | ﹤0.01% | 3976 |
|
|
2023
Q4 | $260K | Sell |
16,295
-44,078
| -73% | -$686K | ﹤0.01% | 5217 |
|
|
2023
Q3 | $846K | Buy |
60,373
+19,491
| +48% | +$274K | ﹤0.01% | 4167 |
|
|
2023
Q2 | $631K | Buy |
40,882
+20,663
| +102% | +$342K | ﹤0.01% | 4358 |
|
|
2023
Q1 | $369K | Sell |
20,219
-4,085
| -17% | -$60.4K | ﹤0.01% | 4683 |
|
|
2022
Q4 | $258K | Buy |
24,304
+9,882
| +69% | +$100K | ﹤0.01% | 4908 |
|
|
2022
Q3 | $142K | Buy |
14,422
+308
| +2% | +$3.69K | ﹤0.01% | 5120 |
|
|
2022
Q2 | $184K | Sell |
14,114
-726
| -5% | -$9.16K | ﹤0.01% | 5117 |
|
|
2022
Q1 | $201K | Sell |
14,840
-248,893
| -94% | -$3.73M | ﹤0.01% | 5192 |
|
|
2021
Q4 | $4.48M | Sell |
263,733
-6,359
| -2% | -$96.1K | ﹤0.01% | 3152 |
|
|
2021
Q3 | $3.52M | Buy |
270,092
+128,294
| +90% | +$1.75M | ﹤0.01% | 3328 |
|
|
2021
Q2 | $1.97M | Sell |
141,798
-4,829
| -3% | -$67.8K | ﹤0.01% | 3803 |
|
|
2021
Q1 | $2.1M | Sell |
146,627
-30,331
| -17% | -$453K | ﹤0.01% | 3693 |
|
|
2020
Q4 | $2.67M | Buy |
176,958
+32,052
| +22% | +$452K | ﹤0.01% | 3276 |
|
|
2020
Q3 | $1.98M | Buy |
144,906
+91,987
| +174% | +$1.62M | ﹤0.01% | 3245 |
|
|
2020
Q2 | $939K | Sell |
52,919
-44,794
| -46% | -$792K | ﹤0.01% | 3555 |
|
|
2020
Q1 | $1.75M | Buy |
97,713
+61,270
| +168% | +$1.41M | ﹤0.01% | 3061 |
|
|
2019
Q4 | $1.02M | Sell |
36,443
-96,466
| -73% | -$2.79M | ﹤0.01% | 3843 |
|
|
2019
Q3 | $3.99M | Buy |
132,909
+54,408
| +69% | +$1.49M | ﹤0.01% | 2880 |
|
|
2019
Q2 | $2.16M | Sell |
78,501
-87,168
| -53% | -$2.55M | ﹤0.01% | 3333 |
|
|
2019
Q1 | $5.14M | Sell |
165,669
-153,671
| -48% | -$5.51M | ﹤0.01% | 2562 |
|
|
2018
Q4 | $12.1M | Sell |
319,340
-486,157
| -60% | -$21.2M | ﹤0.01% | 1848 |
|
|
2018
Q3 | $39.1M | Sell |
805,497
-2,356
| -0.3% | -$101K | 0.01% | 1163 |
|
|
2018
Q2 | $28.4M | Buy |
807,853
+268,291
| +50% | +$9.13M | 0.01% | 1337 |
|
|
2018
Q1 | $17.2M | Buy |
539,562
+119,747
| +29% | +$3.6M | ﹤0.01% | 1619 |
|
|
2017
Q4 | $11.5M | Buy |
419,815
+41,838
| +11% | +$1.05M | ﹤0.01% | 2012 |
|
|
2017
Q3 | $8.73M | Buy |
377,977
+75,878
| +25% | +$1.72M | ﹤0.01% | 2098 |
|
|
2017
Q2 | $7.61M | Sell |
302,099
-51,005
| -14% | -$1.25M | ﹤0.01% | 2177 |
|
|
2017
Q1 | $8.65M | Sell |
353,104
-12,155
| -3% | -$318K | ﹤0.01% | 2033 |
|
|
2016
Q4 | $10.4M | Buy |
365,259
+150,180
| +70% | +$3.58M | ﹤0.01% | 1894 |
|
|
2016
Q3 | $5.42M | Buy |
215,079
+110,016
| +105% | +$2.47M | ﹤0.01% | 2192 |
|
|
2016
Q2 | $1.95M | Buy |
105,063
+7,256
| +7% | +$131K | ﹤0.01% | 2821 |
|
|
2016
Q1 | $1.74M | Sell |
97,807
-137,991
| -59% | -$2.56M | ﹤0.01% | 2775 |
|
|
2015
Q4 | $5.47M | Buy |
235,798
+119,224
| +102% | +$3.28M | ﹤0.01% | 2173 |
|
|
2015
Q3 | $3.44M | Buy |
116,574
+50,882
| +77% | +$1.38M | ﹤0.01% | 2464 |
|
|
2015
Q2 | $1.59M | Sell |
65,692
-11,001
| -14% | -$281K | ﹤0.01% | 3037 |
|
|
2015
Q1 | $1.96M | Buy |
+76,693
| New | +$1.8M | ﹤0.01% | 2889 |
|
|
2014
Q4 | – | Sell |
-17,339
| Closed | -$224K | – | 4390 |
|
|
2014
Q3 | $224K | Sell |
17,339
-63,454
| -79% | -$828K | ﹤0.01% | 3967 |
|
|
2014
Q2 | $1.05M | Sell |
80,793
-5,765
| -7% | -$75.8K | ﹤0.01% | 2832 |
|
|
2014
Q1 | $1.1M | Buy |
86,558
+20,829
| +32% | +$265K | ﹤0.01% | 2802 |
|
|
2013
Q4 | $952K | Sell |
65,729
-4,444
| -6% | -$42.7K | ﹤0.01% | 3180 |
|
|
2013
Q3 | $495K | Buy |
70,173
+48,729
| +227% | +$376K | ﹤0.01% | 3637 |
|
|
2013
Q2 | $152K | Buy |
+21,444
| New | +$139K | ﹤0.01% | 4059 |
|
Other funds holding UVE
DSC
VCM
VPM
