UH
JPM icon

Unigestion Holding’s JPMorgan Chase JPM Stock Holding History

Unigestion Holding’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$599K – 174
2024
Q4 		$599K Buy
+2,500
New +$582K 0.03% 134
2024
Q2 		– Sell
-4,229
Closed -$847K – 152
2024
Q1 		$847K Buy
+4,229
New +$763K 0.04% 116
2023
Q4 		– Sell
-37,052
Closed -$5.37M – 175
2023
Q3 		$5.37M Sell
37,052
-654
-2% -$98K 0.33% 66
2023
Q2 		$5.41M Sell
37,706
-1,138
-3% -$157K 0.31% 61
2023
Q1 		$5M Sell
38,844
-50,139
-56% -$6.87M 0.27% 64
2022
Q4 		$11.9M Sell
88,983
-9,992
-10% -$1.27M 0.63% 48
2022
Q3 		$10.5M Sell
98,975
-31,732
-24% -$3.64M 0.61% 49
2022
Q2 		$14.7M Sell
130,707
-169,228
-56% -$21M 0.82% 44
2022
Q1 		$42.2M Buy
299,935
+5,407
+2% +$798K 1.8% 22
2021
Q4 		$46.6M Buy
294,528
+292,616
+15,304% +$48.1M 1.9% 22
2021
Q3 		$317K Sell
1,912
-6,465
-77% -$1.01M 0.01% 177
2021
Q2 		$1.29M Sell
8,377
-2,574
-24% -$404K 0.05% 128
2021
Q1 		$1.67M Buy
10,951
+3,483
+47% +$501K 0.06% 116
2020
Q4 		$949K Sell
7,468
-3,651
-33% -$408K 0.03% 140
2020
Q3 		$1.07M Buy
11,119
+4,743
+74% +$466K 0.04% 120
2020
Q2 		$600K Sell
6,376
-5,751
-47% -$546K 0.02% 148
2020
Q1 		$1.09M Buy
+12,127
New +$1.47M 0.04% 154
2019
Q1 		– Sell
-35,937
Closed -$3.51M – 276
2018
Q4 		$3.51M Hold
35,937
– – 0.09% 135
2018
Q3 		$4.05M Hold
35,937
– – 0.09% 168
2018
Q2 		$3.75M Buy
+35,937
New +$3.94M 0.07% 176

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Unigestion Holding's JPM Position: Q1 2025 in Review

Unigestion Holding sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 2,500 shares — an estimated $599K sold.

Unigestion Holding first reported a position in JPM in Q2 2018 and held it in 20 quarters. The position peaked at $46.6M in Q4 2021. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Unigestion Holding reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Unigestion Holding sold 2,500 JPMorgan Chase shares in Q1 2025, an estimated $599K.
  • Unigestion Holding first reported a position in JPMorgan Chase in Q2 2018 and held it in 20 quarters.
  • Unigestion Holding's JPMorgan Chase position peaked at $46.6M in Q4 2021.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.