UIA
UBP Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.35M | Sell |
12,959
-8,713
| -40% | -$908K | 0.7% | 26 |
|
|
2022
Q2 | $2.44M | Sell |
21,672
-1,366
| -6% | -$154K | 0.97% | 22 |
|
|
2022
Q1 | $3.14M | Buy |
23,038
+142
| +0.6% | +$19.4K | 1.17% | 23 |
|
|
2021
Q4 | $3.63M | Buy |
22,896
+2,532
| +12% | +$401K | 1.32% | 21 |
|
|
2021
Q3 | $3.33M | Buy |
20,364
+499
| +3% | +$81.6K | 1.29% | 22 |
|
|
2021
Q2 | $3.09M | Buy |
19,865
+7,181
| +57% | +$1.12M | 1.14% | 24 |
|
|
2021
Q1 | $1.93M | Buy |
12,684
+853
| +7% | +$130K | 0.79% | 27 |
|
|
2020
Q4 | $1.5M | Buy |
11,831
+888
| +8% | +$113K | 0.77% | 29 |
|
|
2020
Q3 | $1.05M | Sell |
10,943
-79
| -0.7% | -$7.6K | 0.81% | 29 |
|
|
2020
Q2 | $1.04M | Buy |
11,022
+447
| +4% | +$42.1K | 0.83% | 28 |
|
|
2020
Q1 | $952K | Sell |
10,575
-1,114
| -10% | -$100K | 0.86% | 27 |
|
|
2019
Q4 | $1.63M | Sell |
11,689
-513
| -4% | -$71.5K | 1.28% | 24 |
|
|
2019
Q3 | $1.44M | Buy |
12,202
+2,589
| +27% | +$305K | 1.17% | 26 |
|
|
2019
Q2 | $1.08M | Buy |
9,613
+98
| +1% | +$11K | 0.97% | 27 |
|
|
2019
Q1 | $963K | Buy |
9,515
+178
| +2% | +$18K | 0.9% | 28 |
|
|
2018
Q4 | $911K | Sell |
9,337
-19
| -0.2% | -$1.85K | 0.96% | 25 |
|
|
2018
Q3 | $1.06M | Sell |
9,356
-907
| -9% | -$102K | 1.01% | 28 |
|
|
2018
Q2 | $1.06M | Sell |
10,263
-237
| -2% | -$24.5K | 1.25% | 23 |
|
|
2018
Q1 | $1.16M | Buy |
10,500
+2,798
| +36% | +$308K | 1.25% | 23 |
|
|
2017
Q4 | $824K | Buy |
+7,702
| New | +$824K | 0.97% | 31 |
|