UAM
Unison Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
41,443
+556
| +1% | +$161K | 6.06% | 5 |
|
|
2025
Q1 | $9.2M | Sell |
40,887
-2,241
| -5% | -$504K | 5.42% | 7 |
|
|
2024
Q4 | $10.3M | Buy |
43,128
+1,216
| +3% | +$291K | 5.07% | 6 |
|
|
2024
Q3 | $8.84M | Sell |
41,912
-64
| -0.2% | -$13.5K | 4.2% | 11 |
|
|
2024
Q2 | $8.49M | Buy |
41,976
+796
| +2% | +$161K | 4.3% | 9 |
|
|
2024
Q1 | $8.25M | Sell |
41,180
-335
| -0.8% | -$67.1K | 4.32% | 10 |
|
|
2023
Q4 | $7.06M | Hold |
41,515
| – | – | 4.15% | 10 |
|
|
2023
Q3 | $6.02M | Buy |
41,515
+528
| +1% | +$76.6K | 3.96% | 10 |
|
|
2023
Q2 | $5.96M | Buy |
40,987
+759
| +2% | +$110K | 3.98% | 9 |
|
|
2023
Q1 | $5.24M | Buy |
40,228
+16
| +0% | +$2.09K | 3.97% | 10 |
|
|
2022
Q4 | $5.39M | Buy |
40,212
+133
| +0.3% | +$17.8K | 4.47% | 7 |
|
|
2022
Q3 | $4.19M | Buy |
40,079
+4,150
| +12% | +$434K | 3.77% | 13 |
|
|
2022
Q2 | $4.05M | Buy |
35,929
+3,302
| +10% | +$372K | 3.95% | 12 |
|
|
2022
Q1 | $4.45M | Hold |
32,627
| – | – | 3.82% | 13 |
|
|
2021
Q4 | $5.17M | Hold |
32,627
| – | – | 4.26% | 10 |
|
|
2021
Q3 | $5.34M | Sell |
32,627
-85
| -0.3% | -$13.9K | 4.75% | 9 |
|
|
2021
Q2 | $5.09M | Sell |
32,712
-3
| -0% | -$467 | 4.44% | 8 |
|
|
2021
Q1 | $4.98M | Hold |
32,715
| – | – | 4.6% | 9 |
|
|
2020
Q4 | $4.16M | Buy |
+32,715
| New | +$4.16M | 4.13% | 9 |
|