Union Bancaire Privee Asset Management’s JPMorgan Chase JPM Stock Holding History

Union Bancaire Privee Asset Management’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
2021 Q1	$4.05M	Buy	26,630 +5,159	+24%	+$742K	2.14%	16
2020 Q4	$2.73M	Buy	21,471 +15,010	+232%	+$1.68M	1.25%	32
2020 Q3	$3.9M	Sell	6,461 -33,993	-84%	-$3.34M	1.49%	26
2020 Q2	$3.81M	Buy	40,454 +12,687	+46%	+$1.2M	1.5%	29
2020 Q1	$2.5M	Hold	27,767	–	–	1.55%	26
2019 Q4	$3.87M	Buy	27,767 +4,200	+18%	+$539K	1.96%	20
2019 Q3	$2.77M	Sell	23,567 -5,100	-18%	-$577K	1.79%	27
2019 Q2	$3.21M	Buy	28,667 +12,385	+76%	+$1.37M	1.88%	23
2019 Q1	$1.65M	Hold	16,282	–	–	1.7%	30
2018 Q4	$1.59M	Buy	+16,282	New	+$1.73M	1.81%	26

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Union Bancaire Privee Asset Management's JPM Position: Q1 2021 in Review

Union Bancaire Privee Asset Management increased its JPMorgan Chase (JPM) stake by 24% in Q1 2021, buying an estimated $742K and bringing the position to 26,630 shares worth $4.05M. The position accounts for 2.14% of the portfolio, ranked #16.

Union Bancaire Privee Asset Management first reported a position in JPM in Q4 2018 and has held it in 10 quarters since. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Union Bancaire Privee Asset Management held 26,630 shares of JPMorgan Chase worth $4.05M as of Q1 2021.
Union Bancaire Privee Asset Management bought 5,159 JPMorgan Chase shares in Q1 2021, an estimated $742K.
JPMorgan Chase made up 2.14% of Union Bancaire Privee Asset Management's portfolio in Q1 2021, its #16 holding.
Union Bancaire Privee Asset Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 10 quarters since.
3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Union Bancaire Privee Asset Management's 13F filing for Q1 2021, filed 13 Apr 2021.