UBS AM’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76B | Buy |
19,884,778
+1,443,734
| +8% | +$419M | 1.17% | 11 |
|
|
2025
Q1 | $4.52B | Buy |
18,441,044
+890,553
| +5% | +$218M | 1.16% | 10 |
|
|
2024
Q4 | $4.21B | Buy |
17,550,491
+2,465,572
| +16% | +$591M | 0.98% | 13 |
|
|
2024
Q3 | $3.18B | Buy |
15,084,919
+302,592
| +2% | +$63.8M | 0.82% | 15 |
|
|
2024
Q2 | $2.99B | Buy |
14,782,327
+3,162,536
| +27% | +$640M | 0.86% | 13 |
|
|
2024
Q1 | $2.33B | Sell |
11,619,791
-196,717
| -2% | -$39.4M | 0.83% | 15 |
|
|
2023
Q4 | $2.01B | Buy |
11,816,508
+404,802
| +4% | +$68.9M | 0.79% | 18 |
|
|
2023
Q3 | $1.65B | Buy |
11,411,706
+594,282
| +5% | +$86.2M | 0.74% | 18 |
|
|
2023
Q2 | $1.41B | Hold |
10,817,424
| – | – | 0.68% | 23 |
|
|
2023
Q1 | $1.41B | Sell |
10,817,424
-208,770
| -2% | -$27.2M | 0.68% | 23 |
|
|
2022
Q4 | $1.48B | Buy |
11,026,194
+612,776
| +6% | +$82.2M | 0.78% | 19 |
|
|
2022
Q3 | $1.09B | Buy |
10,413,418
+25,386
| +0.2% | +$2.65M | 0.61% | 23 |
|
|
2022
Q2 | $1.17B | Sell |
10,388,032
-919,271
| -8% | -$104M | 0.61% | 23 |
|
|
2022
Q1 | $1.54B | Sell |
11,307,303
-1,491,970
| -12% | -$203M | 0.66% | 19 |
|
|
2021
Q4 | $2.03B | Sell |
12,799,273
-2,941,873
| -19% | -$466M | 0.78% | 13 |
|
|
2021
Q3 | $2.58B | Buy |
15,741,146
+1,403,825
| +10% | +$230M | 1.07% | 9 |
|
|
2021
Q2 | $2.23B | Sell |
14,337,321
-87,183
| -0.6% | -$13.6M | 0.95% | 10 |
|
|
2021
Q1 | $2.2B | Buy |
14,424,504
+1,323,812
| +10% | +$202M | 0.97% | 10 |
|
|
2020
Q4 | $1.66B | Sell |
13,100,692
-2,104,380
| -14% | -$267M | 0.78% | 17 |
|
|
2020
Q3 | $1.46B | Buy |
15,205,072
+1,801,838
| +13% | +$173M | 0.79% | 18 |
|
|
2020
Q2 | $1.26B | Sell |
13,403,234
-1,478,773
| -10% | -$139M | 0.77% | 18 |
|
|
2020
Q1 | $1.34B | Buy |
14,882,007
+681,424
| +5% | +$61.3M | 0.96% | 13 |
|
|
2019
Q4 | $1.98B | Sell |
14,200,583
-1,237,937
| -8% | -$173M | 1.21% | 9 |
|
|
2019
Q3 | $1.82B | Buy |
15,438,520
+982,517
| +7% | +$116M | 1.22% | 8 |
|
|
2019
Q2 | $1.62B | Sell |
14,456,003
-349,939
| -2% | -$39.1M | 1.15% | 9 |
|
|
2019
Q1 | $1.5B | Sell |
14,805,942
-364,860
| -2% | -$36.9M | 1.11% | 10 |
|
|
2018
Q4 | $1.48B | Sell |
15,170,802
-366,451
| -2% | -$35.8M | 1.28% | 6 |
|
|
2018
Q3 | $1.75B | Sell |
15,537,253
-503,358
| -3% | -$56.8M | 1.3% | 6 |
|
|
2018
Q2 | $1.67B | Sell |
16,040,611
-353,194
| -2% | -$36.8M | 1.28% | 6 |
|
|
2018
Q1 | $1.8B | Buy |
16,393,805
+377,618
| +2% | +$41.5M | 1.42% | 6 |
|
|
2017
Q4 | $1.71B | Buy |
16,016,187
+262,688
| +2% | +$28.1M | 1.45% | 6 |
|
|
2017
Q3 | $1.5B | Buy |
15,753,499
+1,359,823
| +9% | +$130M | 1.37% | 6 |
|
|
2017
Q2 | $1.32B | Buy |
14,393,676
+970,419
| +7% | +$88.7M | 1.27% | 7 |
|
|
2017
Q1 | $1.18B | Buy |
13,423,257
+390,752
| +3% | +$34.3M | 1.2% | 8 |
|
|
2016
Q4 | $1.12B | Sell |
13,032,505
-270,588
| -2% | -$23.3M | 1.26% | 7 |
|
|
2016
Q3 | $886M | Buy |
13,303,093
+202,633
| +2% | +$13.5M | 0.95% | 10 |
|
|
2016
Q2 | $814M | Sell |
13,100,460
-68,246
| -0.5% | -$4.24M | 0.92% | 11 |
|
|
2016
Q1 | $780M | Buy |
13,168,706
+534,343
| +4% | +$31.6M | 0.9% | 13 |
|
|
2015
Q4 | $834M | Sell |
12,634,363
-1,363,076
| -10% | -$90M | 0.95% | 13 |
|
|
2015
Q3 | $853M | Sell |
13,997,439
-252,245
| -2% | -$15.4M | 0.94% | 12 |
|
|
2015
Q2 | $966M | Sell |
14,249,684
-204,302
| -1% | -$13.8M | 0.92% | 10 |
|
|
2015
Q1 | $876M | Sell |
14,453,986
-1,008,656
| -7% | -$61.1M | 0.84% | 12 |
|
|
2014
Q4 | $968M | Sell |
15,462,642
-202,928
| -1% | -$12.7M | 0.92% | 9 |
|
|
2014
Q3 | $944M | Buy |
15,665,570
+253,239
| +2% | +$15.3M | 0.94% | 9 |
|
|
2014
Q2 | $888M | Sell |
15,412,331
-527,782
| -3% | -$30.4M | 0.9% | 11 |
|
|
2014
Q1 | $968M | Sell |
15,940,113
-121,096
| -0.8% | -$7.35M | 1.03% | 8 |
|
|
2013
Q4 | $939M | Buy |
16,061,209
+542,117
| +3% | +$31.7M | 1.07% | 7 |
|
|
2013
Q3 | $802M | Sell |
15,519,092
-2,133,702
| -12% | -$110M | 0.99% | 9 |
|
|
2013
Q2 | $932M | Buy |
+17,652,794
| New | +$932M | 1.2% | 5 |
|