JPMorgan Chase & Co’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Sell |
127,189
-23,312
| -15% | -$700K | ﹤0.01% | 2894 |
|
|
2025
Q1 | $4.27M | Buy |
150,501
+11,399
| +8% | +$323K | ﹤0.01% | 2772 |
|
|
2024
Q4 | $4.1M | Buy |
139,102
+35,571
| +34% | +$1.05M | ﹤0.01% | 2895 |
|
|
2024
Q3 | $2.91M | Buy |
103,531
+40,545
| +64% | +$1.14M | ﹤0.01% | 2993 |
|
|
2024
Q2 | $1.44M | Sell |
62,986
-31,799
| -34% | -$726K | ﹤0.01% | 3290 |
|
|
2024
Q1 | $1.97M | Buy |
94,785
+34,734
| +58% | +$723K | ﹤0.01% | 3168 |
|
|
2023
Q4 | $1.32M | Sell |
60,051
-74,821
| -55% | -$1.65M | ﹤0.01% | 3377 |
|
|
2023
Q3 | $2.34M | Buy |
134,872
+3,515
| +3% | +$61.1K | ﹤0.01% | 2911 |
|
|
2023
Q2 | $2.37M | Buy |
131,357
+4,658
| +4% | +$84.2K | ﹤0.01% | 2937 |
|
|
2023
Q1 | $3.01M | Buy |
126,699
+91,564
| +261% | +$2.17M | ﹤0.01% | 2783 |
|
|
2022
Q4 | $918K | Buy |
35,135
+14,988
| +74% | +$392K | ﹤0.01% | 3407 |
|
|
2022
Q3 | $474K | Buy |
20,147
+1,174
| +6% | +$27.6K | ﹤0.01% | 3779 |
|
|
2022
Q2 | $482K | Sell |
18,973
-5,296
| -22% | -$135K | ﹤0.01% | 3906 |
|
|
2022
Q1 | $650K | Sell |
24,269
-15,694
| -39% | -$420K | ﹤0.01% | 3853 |
|
|
2021
Q4 | $1.2M | Sell |
39,963
-30,288
| -43% | -$906K | ﹤0.01% | 3555 |
|
|
2021
Q3 | $1.92M | Sell |
70,251
-22,115
| -24% | -$606K | ﹤0.01% | 3209 |
|
|
2021
Q2 | $2.44M | Sell |
92,366
-34,143
| -27% | -$900K | ﹤0.01% | 3106 |
|
|
2021
Q1 | $3.62M | Buy |
126,509
+37,557
| +42% | +$1.07M | ﹤0.01% | 2862 |
|
|
2020
Q4 | $1.83M | Buy |
88,952
+63,044
| +243% | +$1.3M | ﹤0.01% | 3026 |
|
|
2020
Q3 | $373K | Sell |
25,908
-7,219
| -22% | -$104K | ﹤0.01% | 3503 |
|
|
2020
Q2 | $535K | Sell |
33,127
-31,248
| -49% | -$505K | ﹤0.01% | 3274 |
|
|
2020
Q1 | $1.05M | Buy |
64,375
+41,682
| +184% | +$680K | ﹤0.01% | 2924 |
|
|
2019
Q4 | $607K | Buy |
22,693
+10,606
| +88% | +$284K | ﹤0.01% | 3328 |
|
|
2019
Q3 | $308K | Buy |
12,087
+1,529
| +14% | +$39K | ﹤0.01% | 3549 |
|
|
2019
Q2 | $271K | Sell |
10,558
-314
| -3% | -$8.06K | ﹤0.01% | 3648 |
|
|
2019
Q1 | $266K | Sell |
10,872
-11,021
| -50% | -$270K | ﹤0.01% | 3641 |
|
|
2018
Q4 | $472K | Sell |
21,893
-10,157
| -32% | -$219K | ﹤0.01% | 3406 |
|
|
2018
Q3 | $847K | Buy |
32,050
+14,266
| +80% | +$377K | ﹤0.01% | 3256 |
|
|
2018
Q2 | $489K | Buy |
17,784
+7,332
| +70% | +$202K | ﹤0.01% | 3459 |
|
|
2018
Q1 | $290K | Buy |
10,452
+2,195
| +27% | +$60.9K | ﹤0.01% | 3583 |
|
|
2017
Q4 | $232K | Sell |
8,257
-3,596
| -30% | -$101K | ﹤0.01% | 3619 |
|
|
2017
Q3 | $382K | Sell |
11,853
-20,870
| -64% | -$673K | ﹤0.01% | 3278 |
|
|
2017
Q2 | $980K | Sell |
32,723
-41,001
| -56% | -$1.23M | ﹤0.01% | 2914 |
|
|
2017
Q1 | $1.91M | Sell |
73,724
-5,043
| -6% | -$131K | ﹤0.01% | 2623 |
|
|
2016
Q4 | $2.43M | Buy |
78,767
+49,765
| +172% | +$1.54M | ﹤0.01% | 2558 |
|
|
2016
Q3 | $678K | Buy |
29,002
+28,113
| +3,162% | +$657K | ﹤0.01% | 2901 |
|
|
2016
Q2 | $19K | Sell |
889
-44
| -5% | -$940 | ﹤0.01% | 3724 |
|
|
2016
Q1 | $18K | Hold |
933
| – | – | ﹤0.01% | 3624 |
|
|
2015
Q4 | $19K | Buy |
+933
| New | +$19K | ﹤0.01% | 3514 |
|
|
2014
Q3 | – | Sell |
-24,840
| Closed | -$514K | – | 3500 |
|
|
2014
Q2 | $514K | Sell |
24,840
-700
| -3% | -$14.5K | ﹤0.01% | 3026 |
|
|
2014
Q1 | $525K | Sell |
25,540
-5,970
| -19% | -$123K | ﹤0.01% | 3048 |
|
|
2013
Q4 | $652K | Sell |
31,510
-12,794
| -29% | -$265K | ﹤0.01% | 3070 |
|
|
2013
Q3 | $835K | Buy |
44,304
+26,170
| +144% | +$493K | ﹤0.01% | 3087 |
|
|
2013
Q2 | $346K | Buy |
+18,134
| New | +$346K | ﹤0.01% | 3347 |
|