JP Morgan Private Wealth Advisors’s United Microelectronic UMC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio UMC Stock Details UMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$85.1K	Buy	+12,058	New	+$87.4K	﹤0.01%	1692
2023 Q2	–	Sell	-11,914	Closed	-$104K	–	1894
2023 Q1	$104K	Sell	11,914 -124	-1%	-$1K	﹤0.01%	1897
2022 Q4	$78.6K	Buy	12,038 +327	+3%	+$2.17K	﹤0.01%	1892
2022 Q3	$65K	Buy	+11,711	New	+$77.3K	﹤0.01%	1889
2022 Q2	–	Sell	-10,421	Closed	-$95K	–	2029
2022 Q1	$95K	Sell	10,421 -40	-0.4%	-$396	﹤0.01%	1952
2021 Q4	$122K	Sell	10,461 -580	-5%	-$6.45K	﹤0.01%	1936
2021 Q3	$126K	Buy	+11,041	New	+$118K	﹤0.01%	1890

Other funds holding UMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's UMC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in United Microelectronic (UMC) in Q3 2023: 12,058 shares worth $85.1K. The stake represents ﹤0.01% of the portfolio and ranks #1692 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in UMC as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in UMC in Q3 2021 and has held it in 7 quarters since. The position peaked at $126K in Q3 2021. 217 funds tracked by Wall St. Rank hold UMC as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,058 shares of United Microelectronic worth $85.1K as of Q3 2023.
United Microelectronic was a new JP Morgan Private Wealth Advisors position in Q3 2023.
United Microelectronic made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1692 holding.
JP Morgan Private Wealth Advisors first reported a position in United Microelectronic in Q3 2021 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's United Microelectronic position peaked at $126K in Q3 2021.
217 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.