Unisphere Establishment’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4B | Hold |
4,826,000
| – | – | 11.27% | 1 |
|
2025
Q1 | $1.18B | Sell |
4,826,000
-501,000
| -9% | -$123M | 10.34% | 1 |
|
2024
Q4 | $1.28B | Sell |
5,327,000
-23,000
| -0.4% | -$5.51M | 11.13% | 1 |
|
2024
Q3 | $1.13B | Sell |
5,350,000
-36,000
| -0.7% | -$7.59M | 10.69% | 1 |
|
2024
Q2 | $1.09B | Sell |
5,386,000
-289,000
| -5% | -$58.5M | 10.97% | 1 |
|
2024
Q1 | $1.14B | Buy |
5,675,000
+75,000
| +1% | +$15M | 11.48% | 1 |
|
2023
Q4 | $953M | Buy |
+5,600,000
| New | +$953M | 9.85% | 1 |
|