Unio Capital’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 |
-852
| Closed | -$204K | – | 26 |
|
|
2024
Q4 | $204K | Sell |
852
-419
| -33% | -$100K | 0.07% | 27 |
|
|
2024
Q3 | $268K | Hold |
1,271
| – | – | 0.11% | 31 |
|
|
2024
Q2 | $257K | Sell |
1,271
-208
| -14% | -$42.1K | 0.11% | 31 |
|
|
2024
Q1 | $296K | Sell |
1,479
-170
| -10% | -$34.1K | 0.13% | 33 |
|
|
2023
Q4 | $280K | Buy |
1,649
+164
| +11% | +$27.9K | 0.14% | 37 |
|
|
2023
Q3 | $215K | Hold |
1,485
| – | – | 0.12% | 40 |
|
|
2023
Q2 | $216K | Sell |
1,485
-728
| -33% | -$106K | 0.11% | 40 |
|
|
2023
Q1 | $288K | Hold |
2,213
| – | – | 0.15% | 37 |
|
|
2022
Q4 | $297K | Sell |
2,213
-1,613
| -42% | -$216K | 0.16% | 37 |
|
|
2022
Q3 | $400K | Hold |
3,826
| – | – | 0.24% | 35 |
|
|
2022
Q2 | $431K | Sell |
3,826
-1,544
| -29% | -$174K | 0.25% | 36 |
|
|
2022
Q1 | $732K | Hold |
5,370
| – | – | 0.32% | 31 |
|
|
2021
Q4 | $850 | Sell |
5,370
-233
| -4% | -$37 | ﹤0.01% | 34 |
|
|
2021
Q3 | $917K | Sell |
5,603
-2,442
| -30% | -$400K | 0.41% | 27 |
|
|
2021
Q2 | $1.25M | Buy |
8,045
+1,634
| +25% | +$254K | 0.56% | 25 |
|
|
2021
Q1 | $976K | Sell |
6,411
-48
| -0.7% | -$7.31K | 0.46% | 26 |
|
|
2020
Q4 | $821K | Sell |
6,459
-978
| -13% | -$124K | 0.4% | 30 |
|
|
2020
Q3 | $742K | Buy |
7,437
+50
| +0.7% | +$4.99K | 0.4% | 30 |
|
|
2020
Q2 | $695K | Hold |
7,387
| – | – | 0.42% | 31 |
|
|
2020
Q1 | $665K | Buy |
7,387
+1,579
| +27% | +$142K | 0.47% | 26 |
|
|
2019
Q4 | $810K | Buy |
5,808
+409
| +8% | +$57K | 0.47% | 26 |
|
|
2019
Q3 | $635K | Buy |
5,399
+2,349
| +77% | +$276K | 0.41% | 30 |
|
|
2019
Q2 | $346K | Sell |
3,050
-600
| -16% | -$68.1K | 0.22% | 46 |
|
|
2019
Q1 | $369K | Hold |
3,650
| – | – | 0.26% | 47 |
|
|
2018
Q4 | $356K | Sell |
3,650
-800
| -18% | -$78K | 0.28% | 43 |
|
|
2018
Q3 | $502K | Sell |
4,450
-350
| -7% | -$39.5K | 0.33% | 39 |
|
|
2018
Q2 | $500K | Sell |
4,800
-300
| -6% | -$31.3K | 0.38% | 38 |
|
|
2018
Q1 | $561K | Sell |
5,100
-940
| -16% | -$103K | 0.47% | 34 |
|
|
2017
Q4 | $646K | Buy |
+6,040
| New | +$646K | 0.54% | 33 |
|