UBS Group’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-13,816
| Closed | -$1M | – | 7513 |
|
|
2018
Q3 | $1M | Sell |
13,816
-1,290
| -9% | -$93.7K | ﹤0.01% | 3144 |
|
|
2018
Q2 | $958K | Buy |
15,106
+1,272
| +9% | +$80.7K | ﹤0.01% | 3095 |
|
|
2018
Q1 | $962K | Buy |
13,834
+2,528
| +22% | +$176K | ﹤0.01% | 3052 |
|
|
2017
Q4 | $751K | Sell |
11,306
-3,343
| -23% | -$222K | ﹤0.01% | 3197 |
|
|
2017
Q3 | $792K | Sell |
14,649
-379
| -3% | -$20.5K | ﹤0.01% | 3154 |
|
|
2017
Q2 | $756K | Buy |
15,028
+2,226
| +17% | +$112K | ﹤0.01% | 3098 |
|
|
2017
Q1 | $593K | Sell |
12,802
-1,662
| -11% | -$77K | ﹤0.01% | 3179 |
|
|
2016
Q4 | $640K | Sell |
14,464
-4,404
| -23% | -$195K | ﹤0.01% | 3135 |
|
|
2016
Q3 | $464K | Sell |
18,868
-5,827
| -24% | -$143K | ﹤0.01% | 3193 |
|
|
2016
Q2 | $500K | Sell |
24,695
-12,293
| -33% | -$249K | ﹤0.01% | 3152 |
|
|
2016
Q1 | $655K | Sell |
36,988
-288,809
| -89% | -$5.11M | ﹤0.01% | 2944 |
|
|
2015
Q4 | $7.72M | Buy |
325,797
+1,907
| +0.6% | +$45.2K | 0.01% | 1235 |
|
|
2015
Q3 | $6.45M | Sell |
323,890
-32,417
| -9% | -$645K | ﹤0.01% | 1319 |
|
|
2015
Q2 | $8.82M | Sell |
356,307
-25,264
| -7% | -$625K | 0.01% | 1221 |
|
|
2015
Q1 | $8.4M | Buy |
381,571
+53,692
| +16% | +$1.18M | 0.01% | 1266 |
|
|
2014
Q4 | $6.82M | Buy |
+327,879
| New | +$6.82M | ﹤0.01% | 1394 |
|