Unigestion Holding’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,500
| Closed | -$599K | – | 174 |
|
|
2024
Q4 | $599K | Buy |
+2,500
| New | +$599K | 0.03% | 134 |
|
|
2024
Q2 | – | Sell |
-4,229
| Closed | -$847K | – | 152 |
|
|
2024
Q1 | $847K | Buy |
+4,229
| New | +$847K | 0.04% | 116 |
|
|
2023
Q4 | – | Sell |
-37,052
| Closed | -$5.37M | – | 175 |
|
|
2023
Q3 | $5.37M | Sell |
37,052
-654
| -2% | -$94.8K | 0.33% | 66 |
|
|
2023
Q2 | $5.41M | Sell |
37,706
-1,138
| -3% | -$163K | 0.31% | 61 |
|
|
2023
Q1 | $5M | Sell |
38,844
-50,139
| -56% | -$6.46M | 0.27% | 64 |
|
|
2022
Q4 | $11.9M | Sell |
88,983
-9,992
| -10% | -$1.33M | 0.63% | 48 |
|
|
2022
Q3 | $10.5M | Sell |
98,975
-31,732
| -24% | -$3.37M | 0.61% | 49 |
|
|
2022
Q2 | $14.7M | Sell |
130,707
-169,228
| -56% | -$19.1M | 0.82% | 44 |
|
|
2022
Q1 | $42.2M | Buy |
299,935
+5,407
| +2% | +$760K | 1.8% | 22 |
|
|
2021
Q4 | $46.6M | Buy |
294,528
+292,616
| +15,304% | +$46.3M | 1.9% | 22 |
|
|
2021
Q3 | $317K | Sell |
1,912
-6,465
| -77% | -$1.07M | 0.01% | 177 |
|
|
2021
Q2 | $1.29M | Sell |
8,377
-2,574
| -24% | -$397K | 0.05% | 128 |
|
|
2021
Q1 | $1.67M | Buy |
10,951
+3,483
| +47% | +$530K | 0.06% | 116 |
|
|
2020
Q4 | $949K | Sell |
7,468
-3,651
| -33% | -$464K | 0.03% | 140 |
|
|
2020
Q3 | $1.07M | Buy |
11,119
+4,743
| +74% | +$456K | 0.04% | 120 |
|
|
2020
Q2 | $600K | Sell |
6,376
-5,751
| -47% | -$541K | 0.02% | 148 |
|
|
2020
Q1 | $1.09M | Buy |
+12,127
| New | +$1.09M | 0.04% | 154 |
|
|
2019
Q1 | – | Sell |
-35,937
| Closed | -$3.51M | – | 276 |
|
|
2018
Q4 | $3.51M | Hold |
35,937
| – | – | 0.09% | 135 |
|
|
2018
Q3 | $4.06M | Hold |
35,937
| – | – | 0.09% | 168 |
|
|
2018
Q2 | $3.75M | Buy |
+35,937
| New | +$3.75M | 0.07% | 176 |
|