JP Morgan Chase’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.5K | Sell |
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|
2025
Q4 | $279K | Buy |
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|
2025
Q3 | $144K | Buy |
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|
2025
Q2 | $10.1K | Buy |
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|
2025
Q1 | $4.36K | Buy |
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|
2024
Q4 | $2.12K | Sell |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.04K | Sell |
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|
2023
Q3 | $2.97K | Hold |
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|
2023
Q2 | $3.43K | Sell |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $24K | Sell |
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|
2022
Q1 | $34K | Sell |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $59K | Sell |
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|
2021
Q2 | $185K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $7.83M | Buy |
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