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Unionview LLC’s JPMorgan Chase JPM Stock Holding History

Unionview LLC’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
2024
Q4 		$773K Buy
3,224
+2
+0.1% +$466 0.57% 34
2024
Q3 		$679K Buy
3,222
+1
+0% +$211 0.53% 36
2024
Q2 		$651K Sell
3,221
-50
-2% -$9.78K 0.53% 36
2024
Q1 		$655K Sell
3,271
-392
-11% -$70.7K 0.54% 37
2023
Q4 		$623K Buy
3,663
+250
+7% +$37.9K 0.56% 35
2023
Q3 		$495K Sell
3,413
-10
-0.3% -$1.5K 0.47% 42
2023
Q2 		$498K Sell
3,423
-170
-5% -$23.4K 0.45% 43
2023
Q1 		$468K Buy
3,593
+40
+1% +$5.48K 0.44% 44
2022
Q4 		$476K Buy
3,553
+165
+5% +$20.9K 0.48% 41
2022
Q3 		$354K Buy
3,388
+117
+4% +$13.4K 0.4% 46
2022
Q2 		$368K Sell
3,271
-54
-2% -$6.69K 0.41% 48
2022
Q1 		$453K Sell
3,325
-11
-0.3% -$1.62K 0.42% 46
2021
Q4 		$528K Buy
+3,336
New +$548K 0.49% 41

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Unionview LLC's JPM Position: Q4 2024 in Review

Unionview LLC increased its JPMorgan Chase (JPM) stake by 0.06% in Q4 2024, buying an estimated $466 and bringing the position to 3,224 shares worth $773K. The position accounts for 0.57% of the portfolio, ranked #34.

Unionview LLC first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Unionview LLC held 3,224 shares of JPMorgan Chase worth $773K as of Q4 2024.
  • Unionview LLC bought 2 JPMorgan Chase shares in Q4 2024, an estimated $466.
  • JPMorgan Chase made up 0.57% of Unionview LLC's portfolio in Q4 2024, its #34 holding.
  • Unionview LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.