UIA
JPM icon

UBP Investment Advisors’s JPMorgan Chase JPM Stock Holding History

UBP Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.35M Sell
12,959
-8,713
-40% -$1,000K 0.7% 26
2022
Q2 		$2.44M Sell
21,672
-1,366
-6% -$169K 0.97% 22
2022
Q1 		$3.14M Buy
23,038
+142
+0.6% +$21K 1.17% 23
2021
Q4 		$3.63M Buy
22,896
+2,532
+12% +$416K 1.32% 21
2021
Q3 		$3.33M Buy
20,364
+499
+3% +$78.2K 1.29% 22
2021
Q2 		$3.09M Buy
19,865
+7,181
+57% +$1.13M 1.14% 24
2021
Q1 		$1.93M Buy
12,684
+853
+7% +$123K 0.79% 27
2020
Q4 		$1.5M Buy
11,831
+888
+8% +$99.3K 0.77% 29
2020
Q3 		$1.05M Sell
10,943
-79
-0.7% -$7.76K 0.81% 29
2020
Q2 		$1.04M Buy
11,022
+447
+4% +$42.4K 0.83% 28
2020
Q1 		$952K Sell
10,575
-1,114
-10% -$135K 0.86% 27
2019
Q4 		$1.63M Sell
11,689
-513
-4% -$65.8K 1.28% 24
2019
Q3 		$1.44M Buy
12,202
+2,589
+27% +$293K 1.17% 26
2019
Q2 		$1.07M Buy
9,613
+98
+1% +$10.8K 0.97% 27
2019
Q1 		$963K Buy
9,515
+178
+2% +$18.3K 0.9% 28
2018
Q4 		$911K Sell
9,337
-19
-0.2% -$2.02K 0.96% 25
2018
Q3 		$1.06M Sell
9,356
-907
-9% -$103K 1.01% 28
2018
Q2 		$1.06M Sell
10,263
-237
-2% -$26K 1.25% 23
2018
Q1 		$1.16M Buy
10,500
+2,798
+36% +$317K 1.25% 23
2017
Q4 		$824K Buy
+7,702
New +$780K 0.97% 31

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBP Investment Advisors's JPM Position: Q3 2022 in Review

UBP Investment Advisors reduced its JPMorgan Chase (JPM) stake by 40% in Q3 2022, selling an estimated $1,000K and leaving 12,959 shares worth $1.35M. The position accounts for 0.7% of the portfolio, ranked #26.

UBP Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.63M in Q4 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • UBP Investment Advisors held 12,959 shares of JPMorgan Chase worth $1.35M as of Q3 2022.
  • UBP Investment Advisors sold 8,713 JPMorgan Chase shares in Q3 2022, an estimated $1,000K.
  • JPMorgan Chase made up 0.7% of UBP Investment Advisors's portfolio in Q3 2022, its #26 holding.
  • UBP Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 20 quarters since.
  • UBP Investment Advisors's JPMorgan Chase position peaked at $3.63M in Q4 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.