Unio Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $732K | Hold |
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|
2021
Q4 | $850 | Sell |
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|
2021
Q3 | $917K | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $821K | Sell |
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|
2020
Q3 | $742K | Buy |
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|
2020
Q2 | $695K | Hold |
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|
2020
Q1 | $665K | Buy |
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|
2019
Q4 | $810K | Buy |
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|
2019
Q3 | $635K | Buy |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $369K | Hold |
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|
2018
Q4 | $356K | Sell |
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|
2018
Q3 | $502K | Sell |
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|
2018
Q2 | $500K | Sell |
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|
2018
Q1 | $561K | Sell |
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|
2017
Q4 | $646K | Buy |
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