JP Morgan Private Wealth Advisors’s Unum UNM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,175
| Closed | -$759K | – | 1895 |
|
|
2023
Q1 | $759K | Buy |
19,175
+526
| +3% | +$21.7K | ﹤0.01% | 1296 |
|
|
2022
Q4 | $765K | Buy |
18,649
+695
| +4% | +$29.1K | ﹤0.01% | 1278 |
|
|
2022
Q3 | $697K | Sell |
17,954
-501
| -3% | -$18.3K | ﹤0.01% | 1312 |
|
|
2022
Q2 | $628K | Buy |
18,455
+430
| +2% | +$14.6K | ﹤0.01% | 1361 |
|
|
2022
Q1 | $568K | Buy |
18,025
+265
| +1% | +$7.4K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $436K | Buy |
17,760
+402
| +2% | +$10.3K | ﹤0.01% | 1605 |
|
|
2021
Q3 | $435K | Buy |
17,358
+166
| +1% | +$4.39K | ﹤0.01% | 1554 |
|
|
2021
Q2 | $488K | Buy |
17,192
+418
| +2% | +$12.3K | ﹤0.01% | 1490 |
|
|
2021
Q1 | $467K | Sell |
16,774
-401
| -2% | -$10.4K | ﹤0.01% | 1343 |
|
|
2020
Q4 | $394K | Buy |
17,175
+69
| +0.4% | +$1.43K | ﹤0.01% | 1378 |
|
|
2020
Q3 | $288K | Buy |
17,106
+3
| +0% | +$53 | ﹤0.01% | 1382 |
|
|
2020
Q2 | $284K | Buy |
17,103
+865
| +5% | +$13.7K | ﹤0.01% | 1327 |
|
|
2020
Q1 | $244K | Sell |
16,238
-628
| -4% | -$15.1K | ﹤0.01% | 1210 |
|
|
2019
Q4 | $492K | Sell |
16,866
-373
| -2% | -$10.8K | ﹤0.01% | 1060 |
|
|
2019
Q3 | $512K | Buy |
17,239
+453
| +3% | +$13.5K | ﹤0.01% | 1000 |
|
|
2019
Q2 | $563K | Sell |
16,786
-532
| -3% | -$18.4K | ﹤0.01% | 936 |
|
|
2019
Q1 | $586K | Buy |
17,318
+364
| +2% | +$12.7K | ﹤0.01% | 970 |
|
|
2018
Q4 | $498K | Sell |
16,954
-272
| -2% | -$9.52K | ﹤0.01% | 969 |
|
|
2018
Q3 | $673K | Buy |
17,226
+9
| +0.1% | +$336 | ﹤0.01% | 967 |
|
|
2018
Q2 | $637K | Sell |
17,217
-34
| -0.2% | -$1.42K | ﹤0.01% | 923 |
|
|
2018
Q1 | $822K | Sell |
17,251
-55
| -0.3% | -$2.87K | 0.01% | 700 |
|
|
2017
Q4 | $950K | Sell |
17,306
-904
| -5% | -$48.5K | 0.01% | 670 |
|
|
2017
Q3 | $931K | Sell |
18,210
-551
| -3% | -$26.9K | 0.01% | 651 |
|
|
2017
Q2 | $875K | Sell |
18,761
-575
| -3% | -$26.4K | 0.01% | 655 |
|
|
2017
Q1 | $907K | Buy |
19,336
+74
| +0.4% | +$3.47K | 0.01% | 660 |
|
|
2016
Q4 | $847K | Buy |
19,262
+1,288
| +7% | +$51.5K | 0.01% | 640 |
|
|
2016
Q3 | $635K | Sell |
17,974
-28
| -0.2% | -$947 | 0.01% | 710 |
|
|
2016
Q2 | $572K | Buy |
18,002
+1,629
| +10% | +$55.1K | 0.01% | 746 |
|
|
2016
Q1 | $506K | Sell |
16,373
-3,590
| -18% | -$105K | ﹤0.01% | 753 |
|
|
2015
Q4 | $665K | Sell |
19,963
-4,258
| -18% | -$147K | 0.01% | 616 |
|
|
2015
Q3 | $777K | Sell |
24,221
-1,669
| -6% | -$57.5K | 0.01% | 524 |
|
|
2015
Q2 | $926K | Buy |
25,890
+5,836
| +29% | +$204K | 0.01% | 521 |
|
|
2015
Q1 | $676K | Sell |
20,054
-2,613
| -12% | -$86.7K | 0.01% | 626 |
|
|
2014
Q4 | $791K | Sell |
22,667
-1,090
| -5% | -$36.8K | 0.01% | 587 |
|
|
2014
Q3 | $817K | Buy |
23,757
+6,337
| +36% | +$223K | 0.01% | 559 |
|
|
2014
Q2 | $606K | Buy |
17,420
+6,103
| +54% | +$208K | 0.01% | 511 |
|
|
2014
Q1 | $400K | Buy |
+11,317
| New | +$386K | 0.01% | 639 |
|
Other funds holding UNM
DSC
JP Morgan Private Wealth Advisors's UNM Position: Q2 2023 in Review
JP Morgan Private Wealth Advisors sold out of Unum (UNM) in Q2 2023, closing a stake of 19,175 shares — an estimated $759K sold.
JP Morgan Private Wealth Advisors first reported a position in UNM in Q1 2014 and held it in 37 quarters. The position peaked at $950K in Q4 2017. 556 funds tracked by Wall St. Rank hold UNM as of Q2 2023.
- JP Morgan Private Wealth Advisors reported no remaining Unum position as of Q2 2023 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 19,175 Unum shares in Q2 2023, an estimated $759K.
- JP Morgan Private Wealth Advisors first reported a position in Unum in Q1 2014 and held it in 37 quarters.
- JP Morgan Private Wealth Advisors's Unum position peaked at $950K in Q4 2017.
- 556 funds tracked by Wall St. Rank held Unum as of Q2 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.