Unison Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12M Buy
2025
Q1
$9.2M Sell
2024
Q4
$10.3M Buy
2024
Q3
$8.84M Sell
2024
Q2
$8.49M Buy
2024
Q1
$8.25M Sell
2023
Q4
$7.06M Hold
2023
Q3
$6.02M Buy
2023
Q2
$5.96M Buy
2023
Q1
$5.24M Buy
2022
Q4
$5.39M Buy
2022
Q3
$4.19M Buy
2022
Q2
$4.05M Buy
2022
Q1
$4.45M Hold
2021
Q4
$5.17M Hold
2021
Q3
$5.34M Sell
2021
Q2
$5.09M Sell
2021
Q1
$4.98M Hold
2020
Q4
$4.16M Buy