UBS Group’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,816
| Closed | -$1M | – | 8662 |
|
|
2018
Q3 | $1M | Sell |
13,816
-1,290
| -9% | -$94.6K | ﹤0.01% | 3841 |
|
|
2018
Q2 | $958K | Buy |
15,106
+1,272
| +9% | +$88.3K | ﹤0.01% | 3812 |
|
|
2018
Q1 | $962K | Buy |
13,834
+2,528
| +22% | +$184K | ﹤0.01% | 3737 |
|
|
2017
Q4 | $751K | Sell |
11,306
-3,343
| -23% | -$201K | ﹤0.01% | 4001 |
|
|
2017
Q3 | $792K | Sell |
14,649
-379
| -3% | -$19.3K | ﹤0.01% | 3886 |
|
|
2017
Q2 | $756K | Buy |
15,028
+2,226
| +17% | +$100K | ﹤0.01% | 3829 |
|
|
2017
Q1 | $593K | Sell |
12,802
-1,662
| -11% | -$77.5K | ﹤0.01% | 3926 |
|
|
2016
Q4 | $640K | Sell |
14,464
-4,404
| -23% | -$152K | ﹤0.01% | 3922 |
|
|
2016
Q3 | $464K | Sell |
18,868
-5,827
| -24% | -$137K | ﹤0.01% | 3963 |
|
|
2016
Q2 | $500K | Sell |
24,695
-12,293
| -33% | -$256K | ﹤0.01% | 3889 |
|
|
2016
Q1 | $655K | Sell |
36,988
-288,809
| -89% | -$5.16M | ﹤0.01% | 3578 |
|
|
2015
Q4 | $7.72M | Buy |
325,797
+1,907
| +0.6% | +$44.2K | 0.01% | 1609 |
|
|
2015
Q3 | $6.45M | Sell |
323,890
-32,417
| -9% | -$770K | ﹤0.01% | 1712 |
|
|
2015
Q2 | $8.82M | Sell |
356,307
-25,264
| -7% | -$614K | 0.01% | 1573 |
|
|
2015
Q1 | $8.4M | Buy |
381,571
+53,692
| +16% | +$1.04M | 0.01% | 1611 |
|
|
2014
Q4 | $6.82M | Buy |
+327,879
| New | +$6.4M | ﹤0.01% | 1825 |
|
UBS Group's JPM.WS Position: Q4 2018 in Review
UBS Group sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 13,816 shares — an estimated $1M sold.
UBS Group first reported a position in JPM.WS in Q4 2014 and held it in 16 quarters. The position peaked at $8.82M in Q2 2015. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- UBS Group reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- UBS Group sold 13,816 JPMorgan Chase shares in Q4 2018, an estimated $1M.
- UBS Group first reported a position in JPMorgan Chase in Q4 2014 and held it in 16 quarters.
- UBS Group's JPMorgan Chase position peaked at $8.82M in Q2 2015.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on UBS Group's 13F filing for Q4 2018, filed 14 Feb 2019.