Unionview LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $773K | Buy |
3,224
+2
| +0.1% | +$479 | 0.57% | 34 |
|
|
2024
Q3 | $679K | Buy |
3,222
+1
| +0% | +$211 | 0.53% | 36 |
|
|
2024
Q2 | $651K | Sell |
3,221
-50
| -2% | -$10.1K | 0.53% | 36 |
|
|
2024
Q1 | $655K | Sell |
3,271
-392
| -11% | -$78.5K | 0.54% | 37 |
|
|
2023
Q4 | $623K | Buy |
3,663
+250
| +7% | +$42.5K | 0.56% | 35 |
|
|
2023
Q3 | $495K | Sell |
3,413
-10
| -0.3% | -$1.45K | 0.47% | 42 |
|
|
2023
Q2 | $498K | Sell |
3,423
-170
| -5% | -$24.7K | 0.45% | 43 |
|
|
2023
Q1 | $468K | Buy |
3,593
+40
| +1% | +$5.21K | 0.44% | 44 |
|
|
2022
Q4 | $476K | Buy |
3,553
+165
| +5% | +$22.1K | 0.48% | 41 |
|
|
2022
Q3 | $354K | Buy |
3,388
+117
| +4% | +$12.2K | 0.4% | 46 |
|
|
2022
Q2 | $368K | Sell |
3,271
-54
| -2% | -$6.08K | 0.41% | 48 |
|
|
2022
Q1 | $453K | Sell |
3,325
-11
| -0.3% | -$1.5K | 0.42% | 46 |
|
|
2021
Q4 | $528K | Buy |
+3,336
| New | +$528K | 0.49% | 41 |
|