JPMorgan Chase & Co’s UWM Holdings UWMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$144K Buy
2025
Q2
$10.1K Buy
2025
Q1
$4.36K Buy
2024
Q4
$2.12K Sell
2024
Q3
$718K Sell
2024
Q2
$1.03M Sell
2024
Q1
$1.82M Buy
2023
Q4
$1.04K Sell
2023
Q3
$2.97K Hold
2023
Q2
$3.43K Sell
2023
Q1
$32K Sell
2022
Q4
$104K Buy
2022
Q3
$19K Sell
2022
Q2
$24K Sell
2022
Q1
$34K Sell
2021
Q4
$55K Buy
2021
Q3
$59K Sell
2021
Q2
$185K Buy
2020
Q4
Sell
2020
Q3
$7.83M Buy