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