UBS Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92B | Sell |
20,436,627
-1,529,846
| -7% | -$444M | 1.03% | 8 |
|
|
2025
Q1 | $5.39B | Buy |
21,966,473
+2,005,186
| +10% | +$492M | 0.99% | 7 |
|
|
2024
Q4 | $4.78B | Buy |
19,961,287
+852,409
| +4% | +$204M | 0.88% | 9 |
|
|
2024
Q3 | $4.03B | Buy |
19,108,878
+277,249
| +1% | +$58.5M | 0.88% | 10 |
|
|
2024
Q2 | $3.81B | Buy |
18,831,629
+1,235,685
| +7% | +$250M | 0.94% | 11 |
|
|
2024
Q1 | $3.52B | Buy |
17,595,944
+1,507,915
| +9% | +$302M | 0.88% | 8 |
|
|
2023
Q4 | $2.74B | Buy |
16,088,029
+471,407
| +3% | +$80.2M | 0.82% | 9 |
|
|
2023
Q3 | $2.26B | Sell |
15,616,622
-12,222
| -0.1% | -$1.77M | 0.78% | 8 |
|
|
2023
Q2 | $2.27B | Sell |
15,628,844
-349,224
| -2% | -$50.8M | 0.77% | 8 |
|
|
2023
Q1 | $2.08B | Sell |
15,978,068
-1,262,432
| -7% | -$165M | 0.76% | 7 |
|
|
2022
Q4 | $2.31B | Buy |
17,240,500
+898,628
| +5% | +$121M | 0.86% | 4 |
|
|
2022
Q3 | $1.71B | Sell |
16,341,872
-504,122
| -3% | -$52.7M | 0.75% | 8 |
|
|
2022
Q2 | $1.9B | Sell |
16,845,994
-502,127
| -3% | -$56.5M | 0.78% | 7 |
|
|
2022
Q1 | $2.36B | Buy |
17,348,121
+1,348,251
| +8% | +$184M | 0.79% | 6 |
|
|
2021
Q4 | $2.53B | Sell |
15,999,870
-231,135
| -1% | -$36.6M | 0.73% | 10 |
|
|
2021
Q3 | $2.66B | Sell |
16,231,005
-1,062,212
| -6% | -$174M | 0.84% | 7 |
|
|
2021
Q2 | $2.69B | Sell |
17,293,217
-96,666
| -0.6% | -$15M | 0.87% | 7 |
|
|
2021
Q1 | $2.65B | Sell |
17,389,883
-433,614
| -2% | -$66M | 0.88% | 7 |
|
|
2020
Q4 | $2.26B | Buy |
17,823,497
+7,409
| +0% | +$941K | 0.77% | 7 |
|
|
2020
Q3 | $1.72B | Sell |
17,816,088
-294,142
| -2% | -$28.3M | 0.65% | 14 |
|
|
2020
Q2 | $1.7B | Buy |
18,110,230
+518,592
| +3% | +$48.8M | 0.72% | 15 |
|
|
2020
Q1 | $1.58B | Sell |
17,591,638
-3,419,944
| -16% | -$308M | 0.75% | 13 |
|
|
2019
Q4 | $2.93B | Sell |
21,011,582
-201,824
| -1% | -$28.1M | 1.02% | 5 |
|
|
2019
Q3 | $2.5B | Sell |
21,213,406
-305,643
| -1% | -$36M | 0.96% | 7 |
|
|
2019
Q2 | $2.41B | Sell |
21,519,049
-1,271,001
| -6% | -$142M | 0.93% | 7 |
|
|
2019
Q1 | $2.31B | Buy |
22,790,050
+3,907,015
| +21% | +$396M | 0.95% | 6 |
|
|
2018
Q4 | $1.84B | Buy |
18,883,035
+354,543
| +2% | +$34.6M | 0.84% | 7 |
|
|
2018
Q3 | $2.09B | Buy |
18,528,492
+417,198
| +2% | +$47.1M | 0.83% | 9 |
|
|
2018
Q2 | $1.89B | Sell |
18,111,294
-20,953
| -0.1% | -$2.18M | 0.82% | 9 |
|
|
2018
Q1 | $1.99B | Buy |
18,132,247
+3,792,833
| +26% | +$417M | 0.86% | 6 |
|
|
2017
Q4 | $1.53B | Buy |
14,339,414
+1,341,318
| +10% | +$143M | 0.63% | 13 |
|
|
2017
Q3 | $1.24B | Buy |
12,998,096
+296,939
| +2% | +$28.4M | 0.57% | 14 |
|
|
2017
Q2 | $1.16B | Buy |
12,701,157
+539,455
| +4% | +$49.3M | 0.6% | 11 |
|
|
2017
Q1 | $1.07B | Sell |
12,161,702
-822,451
| -6% | -$72.2M | 0.58% | 11 |
|
|
2016
Q4 | $1.12B | Buy |
12,984,153
+532,765
| +4% | +$46M | 0.62% | 8 |
|
|
2016
Q3 | $829M | Buy |
12,451,388
+515,977
| +4% | +$34.4M | 0.49% | 19 |
|
|
2016
Q2 | $742M | Buy |
11,935,411
+340,510
| +3% | +$21.2M | 0.47% | 24 |
|
|
2016
Q1 | $687M | Sell |
11,594,901
-281,295
| -2% | -$16.7M | 0.46% | 23 |
|
|
2015
Q4 | $784M | Sell |
11,876,196
-1,538,293
| -11% | -$102M | 0.51% | 15 |
|
|
2015
Q3 | $818M | Buy |
13,414,489
+1,169,315
| +10% | +$71.3M | 0.58% | 11 |
|
|
2015
Q2 | $830M | Sell |
12,245,174
-3,752,403
| -23% | -$254M | 0.55% | 12 |
|
|
2015
Q1 | $969M | Buy |
15,997,577
+642,955
| +4% | +$39M | 0.67% | 10 |
|
|
2014
Q4 | $961M | Buy |
+15,354,622
| New | +$961M | 0.67% | 10 |
|