JPMorgan Chase & Co’s UWM Holdings UWMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
2,438
+1,639
| +205% | +$6.79K | ﹤0.01% | 5443 |
|
|
2025
Q1 | $4.36K | Buy |
799
+438
| +121% | +$2.39K | ﹤0.01% | 5577 |
|
|
2024
Q4 | $2.12K | Sell |
361
-83,921
| -100% | -$493K | ﹤0.01% | 5582 |
|
|
2024
Q3 | $718K | Sell |
84,282
-63,720
| -43% | -$543K | ﹤0.01% | 3831 |
|
|
2024
Q2 | $1.03M | Sell |
148,002
-102,960
| -41% | -$714K | ﹤0.01% | 3500 |
|
|
2024
Q1 | $1.82M | Buy |
250,962
+250,818
| +174,179% | +$1.82M | ﹤0.01% | 3211 |
|
|
2023
Q4 | $1.04K | Sell |
144
-469
| -77% | -$3.4K | ﹤0.01% | 5791 |
|
|
2023
Q3 | $2.97K | Hold |
613
| – | – | ﹤0.01% | 5522 |
|
|
2023
Q2 | $3.43K | Sell |
613
-5,806
| -90% | -$32.5K | ﹤0.01% | 5346 |
|
|
2023
Q1 | $32K | Sell |
6,419
-24,995
| -80% | -$125K | ﹤0.01% | 5030 |
|
|
2022
Q4 | $104K | Buy |
31,414
+25,075
| +396% | +$83K | ﹤0.01% | 4485 |
|
|
2022
Q3 | $19K | Sell |
6,339
-307
| -5% | -$920 | ﹤0.01% | 4943 |
|
|
2022
Q2 | $24K | Sell |
6,646
-875
| -12% | -$3.16K | ﹤0.01% | 5025 |
|
|
2022
Q1 | $34K | Sell |
7,521
-1,822
| -20% | -$8.24K | ﹤0.01% | 5136 |
|
|
2021
Q4 | $55K | Buy |
9,343
+793
| +9% | +$4.67K | ﹤0.01% | 5035 |
|
|
2021
Q3 | $59K | Sell |
8,550
-13,398
| -61% | -$92.5K | ﹤0.01% | 4905 |
|
|
2021
Q2 | $185K | Buy |
+21,948
| New | +$185K | ﹤0.01% | 4537 |
|
|
2020
Q4 | – | Sell |
-749,600
| Closed | -$7.83M | – | 5107 |
|
|
2020
Q3 | $7.83M | Buy |
+749,600
| New | +$7.83M | ﹤0.01% | 1933 |
|