UBPAM
Union Bancaire Privee Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.05M | Buy |
26,630
+5,159
| +24% | +$785K | 2.14% | 16 |
|
|
2020
Q4 | $2.73M | Buy |
21,471
+15,010
| +232% | +$1.91M | 1.25% | 32 |
|
|
2020
Q3 | $3.9M | Sell |
6,461
-33,993
| -84% | -$20.5M | 1.49% | 26 |
|
|
2020
Q2 | $3.81M | Buy |
40,454
+12,687
| +46% | +$1.19M | 1.5% | 29 |
|
|
2020
Q1 | $2.5M | Hold |
27,767
| – | – | 1.55% | 26 |
|
|
2019
Q4 | $3.87M | Buy |
27,767
+4,200
| +18% | +$586K | 1.96% | 20 |
|
|
2019
Q3 | $2.77M | Sell |
23,567
-5,100
| -18% | -$600K | 1.79% | 27 |
|
|
2019
Q2 | $3.21M | Buy |
28,667
+12,385
| +76% | +$1.38M | 1.88% | 23 |
|
|
2019
Q1 | $1.65M | Hold |
16,282
| – | – | 1.7% | 30 |
|
|
2018
Q4 | $1.59M | Buy |
+16,282
| New | +$1.59M | 1.81% | 26 |
|