JP Morgan Private Wealth Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $744K | Buy |
+30,194
| New | +$705K | ﹤0.01% | 1088 |
|
|
2023
Q2 | – | Sell |
-33,459
| Closed | -$714K | – | 1890 |
|
|
2023
Q1 | $714K | Buy |
33,459
+19,591
| +141% | +$409K | ﹤0.01% | 1325 |
|
|
2022
Q4 | $259K | Buy |
13,868
+948
| +7% | +$16.1K | ﹤0.01% | 1710 |
|
|
2022
Q3 | $187K | Buy |
+12,920
| New | +$207K | ﹤0.01% | 1825 |
|
|
2022
Q2 | – | Sell |
-11,979
| Closed | -$234K | – | 2025 |
|
|
2022
Q1 | $234K | Sell |
11,979
-38,557
| -76% | -$729K | ﹤0.01% | 1852 |
|
|
2021
Q4 | $903K | Sell |
50,536
-34
| -0.1% | -$599 | ﹤0.01% | 1293 |
|
|
2021
Q3 | $806K | Sell |
50,570
-70
| -0.1% | -$1.13K | ﹤0.01% | 1306 |
|
|
2021
Q2 | $777K | Sell |
50,640
-15,537
| -23% | -$245K | ﹤0.01% | 1309 |
|
|
2021
Q1 | $1.03M | Sell |
66,177
-7,901
| -11% | -$121K | ﹤0.01% | 1022 |
|
|
2020
Q4 | $1.05M | Buy |
74,078
+5,186
| +8% | +$68.7K | ﹤0.01% | 992 |
|
|
2020
Q3 | $768K | Buy |
68,892
+1,811
| +3% | +$21.7K | ﹤0.01% | 992 |
|
|
2020
Q2 | $774K | Buy |
67,081
+19,551
| +41% | +$201K | ﹤0.01% | 901 |
|
|
2020
Q1 | $440K | Buy |
47,530
+2,008
| +4% | +$23.1K | ﹤0.01% | 979 |
|
|
2019
Q4 | $573K | Sell |
45,522
-6,059
| -12% | -$72.1K | ﹤0.01% | 1000 |
|
|
2019
Q3 | $583K | Sell |
51,581
-1,522
| -3% | -$17.1K | ﹤0.01% | 948 |
|
|
2019
Q2 | $629K | Sell |
53,103
-13,721
| -21% | -$168K | ﹤0.01% | 902 |
|
|
2019
Q1 | $809K | Buy |
66,824
+234
| +0.4% | +$2.96K | ﹤0.01% | 863 |
|
|
2018
Q4 | $824K | Sell |
66,590
-26,052
| -28% | -$353K | 0.01% | 818 |
|
|
2018
Q3 | $1.46M | Sell |
92,642
-9,449
| -9% | -$149K | 0.01% | 697 |
|
|
2018
Q2 | $1.57M | Sell |
102,091
-87,535
| -46% | -$1.42M | 0.01% | 652 |
|
|
2018
Q1 | $3.35M | Buy |
189,626
+114,208
| +151% | +$2.17M | 0.02% | 393 |
|
|
2017
Q4 | $1.39M | Buy |
75,418
+15,326
| +26% | +$266K | 0.01% | 576 |
|
|
2017
Q3 | $1.03M | Sell |
60,092
-782
| -1% | -$13.4K | 0.01% | 622 |
|
|
2017
Q2 | $1.03M | Sell |
60,874
-115,537
| -65% | -$1.88M | 0.01% | 612 |
|
|
2017
Q1 | $2.81M | Buy |
176,411
+120,267
| +214% | +$1.94M | 0.02% | 412 |
|
|
2016
Q4 | $879K | Buy |
56,144
+14,277
| +34% | +$215K | 0.01% | 628 |
|
|
2016
Q3 | $570K | Sell |
41,867
-2,847
| -6% | -$38.8K | 0.01% | 741 |
|
|
2016
Q2 | $579K | Buy |
44,714
+3,951
| +10% | +$60.4K | 0.01% | 742 |
|
|
2016
Q1 | $653K | Buy |
40,763
+13,617
| +50% | +$221K | 0.01% | 669 |
|
|
2015
Q4 | $526K | Buy |
27,146
+8,563
| +46% | +$167K | 0.01% | 677 |
|
|
2015
Q3 | $344K | Buy |
+18,583
| New | +$394K | ﹤0.01% | 743 |
|
Other funds holding UBS
CS
JP Morgan Private Wealth Advisors's UBS Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in UBS Group (UBS) in Q3 2023: 30,194 shares worth $744K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in UBS as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in UBS in Q3 2015 and has held it in 31 quarters since. The position peaked at $3.35M in Q1 2018. 485 funds tracked by Wall St. Rank hold UBS as of Q3 2023.
- JP Morgan Private Wealth Advisors held 30,194 shares of UBS Group worth $744K as of Q3 2023.
- UBS Group was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- UBS Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1088 holding.
- JP Morgan Private Wealth Advisors first reported a position in UBS Group in Q3 2015 and has held it in 31 quarters since.
- JP Morgan Private Wealth Advisors's UBS Group position peaked at $3.35M in Q1 2018.
- 485 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.