JP Morgan Private Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $148M | Buy |
+726,257
| New | +$158M | 0.42% | 58 |
|
|
2023
Q2 | – | Sell |
-963,026
| Closed | -$194M | – | 1896 |
|
|
2023
Q1 | $194M | Buy |
963,026
+79,551
| +9% | +$16.1M | 0.41% | 60 |
|
|
2022
Q4 | $183M | Sell |
883,475
-119,215
| -12% | -$24.5M | 0.41% | 62 |
|
|
2022
Q3 | $195M | Buy |
1,002,690
+44,541
| +5% | +$9.86M | 0.51% | 52 |
|
|
2022
Q2 | $204M | Buy |
958,149
+43,772
| +5% | +$9.96M | 0.52% | 48 |
|
|
2022
Q1 | $250M | Buy |
914,377
+178,997
| +24% | +$45.2M | 0.54% | 40 |
|
|
2021
Q4 | $185M | Buy |
735,380
+241,540
| +49% | +$57.2M | 0.4% | 62 |
|
|
2021
Q3 | $96.8M | Buy |
493,840
+15,860
| +3% | +$3.43M | 0.24% | 104 |
|
|
2021
Q2 | $105M | Buy |
477,980
+82,978
| +21% | +$18.5M | 0.27% | 88 |
|
|
2021
Q1 | $87.1M | Sell |
395,002
-6,711
| -2% | -$1.41M | 0.28% | 87 |
|
|
2020
Q4 | $83.6M | Buy |
401,713
+47,379
| +13% | +$9.46M | 0.27% | 89 |
|
|
2020
Q3 | $69.8M | Buy |
354,334
+14,740
| +4% | +$2.74M | 0.27% | 93 |
|
|
2020
Q2 | $57.4M | Buy |
339,594
+15,661
| +5% | +$2.51M | 0.26% | 98 |
|
|
2020
Q1 | $45.7M | Buy |
323,933
+23,800
| +8% | +$3.93M | 0.26% | 100 |
|
|
2019
Q4 | $54.3M | Buy |
300,133
+4,932
| +2% | +$844K | 0.25% | 106 |
|
|
2019
Q3 | $47.8M | Buy |
295,201
+30,521
| +12% | +$5.13M | 0.25% | 104 |
|
|
2019
Q2 | $44.8M | Buy |
264,680
+24,451
| +10% | +$4.19M | 0.25% | 106 |
|
|
2019
Q1 | $40.2M | Sell |
240,229
-1,058
| -0.4% | -$170K | 0.21% | 115 |
|
|
2018
Q4 | $33.4M | Buy |
241,287
+8,949
| +4% | +$1.33M | 0.2% | 117 |
|
|
2018
Q3 | $37.8M | Sell |
232,338
-12,653
| -5% | -$1.9M | 0.18% | 128 |
|
|
2018
Q2 | $34.7M | Sell |
244,991
-2,935
| -1% | -$409K | 0.19% | 128 |
|
|
2018
Q1 | $33.3M | Buy |
247,926
+4,411
| +2% | +$594K | 0.23% | 109 |
|
|
2017
Q4 | $32.7M | Buy |
243,515
+27,597
| +13% | +$3.33M | 0.22% | 116 |
|
|
2017
Q3 | $25M | Buy |
215,918
+10,103
| +5% | +$1.08M | 0.18% | 129 |
|
|
2017
Q2 | $22.4M | Sell |
205,815
-5,178
| -2% | -$565K | 0.17% | 144 |
|
|
2017
Q1 | $22.3M | Buy |
210,993
+7,772
| +4% | +$829K | 0.17% | 136 |
|
|
2016
Q4 | $21.1M | Buy |
203,221
+11,553
| +6% | +$1.14M | 0.18% | 121 |
|
|
2016
Q3 | $18.7M | Sell |
191,668
-23,688
| -11% | -$2.22M | 0.17% | 138 |
|
|
2016
Q2 | $18.8M | Sell |
215,356
-21,632
| -9% | -$1.83M | 0.18% | 129 |
|
|
2016
Q1 | $18.9M | Sell |
236,988
-98,506
| -29% | -$7.61M | 0.18% | 122 |
|
|
2015
Q4 | $26.2M | Sell |
335,494
-16,843
| -5% | -$1.45M | 0.27% | 100 |
|
|
2015
Q3 | $31.1M | Sell |
352,337
-36,133
| -9% | -$3.3M | 0.39% | 75 |
|
|
2015
Q2 | $37M | Sell |
388,470
-142,376
| -27% | -$14.8M | 0.43% | 67 |
|
|
2015
Q1 | $57.5M | Buy |
530,846
+9,522
| +2% | +$1.12M | 0.66% | 38 |
|
|
2014
Q4 | $62.1M | Buy |
521,324
+15,776
| +3% | +$1.81M | 0.74% | 32 |
|
|
2014
Q3 | $54.8M | Buy |
505,548
+20,596
| +4% | +$2.13M | 0.71% | 31 |
|
|
2014
Q2 | $48.4M | Buy |
484,952
+12,478
| +3% | +$1.21M | 0.82% | 32 |
|
|
2014
Q1 | $44.3M | Buy |
472,474
+34,436
| +8% | +$3.06M | 0.81% | 29 |
|
|
2013
Q4 | $36.8M | Buy |
438,038
+55,648
| +15% | +$4.41M | 0.74% | 38 |
|
|
2013
Q3 | $29.7M | Buy |
382,390
+32,820
| +9% | +$2.59M | 0.67% | 42 |
|
|
2013
Q2 | $27M | Buy |
+349,570
| New | +$26.3M | 0.67% | 44 |
|
Other funds holding UNP
JP Morgan Private Wealth Advisors's UNP Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Union Pacific (UNP) in Q3 2023: 726,257 shares worth $148M. The stake represents 0.42% of the portfolio and ranks #58 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in UNP as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in UNP in Q2 2013 and has held it in 41 quarters since. The position peaked at $250M in Q1 2022. 2,398 funds tracked by Wall St. Rank hold UNP as of Q3 2023.
- JP Morgan Private Wealth Advisors held 726,257 shares of Union Pacific worth $148M as of Q3 2023.
- Union Pacific was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Union Pacific made up 0.42% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #58 holding.
- JP Morgan Private Wealth Advisors first reported a position in Union Pacific in Q2 2013 and has held it in 41 quarters since.
- JP Morgan Private Wealth Advisors's Union Pacific position peaked at $250M in Q1 2022.
- 2,398 funds tracked by Wall St. Rank held Union Pacific as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.