Univest Financial’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 | $11.1M | Sell |
38,208
-1,438
| -4% | -$417K | 0.66% | 37 |
|
|
2025
Q1 | $9.73M | Sell |
39,646
-970
| -2% | -$238K | 0.64% | 40 |
|
|
2024
Q4 | $9.74M | Sell |
40,616
-267
| -0.7% | -$64K | 0.61% | 44 |
|
|
2024
Q3 | $8.62M | Buy |
40,883
+33,348
| +443% | +$7.03M | 0.57% | 44 |
|
|
2024
Q2 | $1.52M | Sell |
7,535
-287
| -4% | -$58K | 0.42% | 46 |
|
|
2024
Q1 | $1.57M | Sell |
7,822
-22,271
| -74% | -$4.46M | 0.44% | 46 |
|
|
2023
Q4 | $5.12M | Sell |
30,093
-362
| -1% | -$61.6K | 1.51% | 22 |
|
|
2023
Q3 | $4.42M | Sell |
30,455
-3,282
| -10% | -$476K | 1.47% | 24 |
|
|
2023
Q2 | $4.91M | Sell |
33,737
-212
| -0.6% | -$30.8K | 1.48% | 21 |
|
|
2023
Q1 | $4.42M | Sell |
33,949
-2,483
| -7% | -$324K | 1.38% | 24 |
|
|
2022
Q4 | $4.89M | Sell |
36,432
-3,622
| -9% | -$486K | 1.54% | 21 |
|
|
2022
Q3 | $4.19M | Sell |
40,054
-3,289
| -8% | -$344K | 1.37% | 20 |
|
|
2022
Q2 | $4.88M | Buy |
43,343
+1,752
| +4% | +$197K | 1.59% | 20 |
|
|
2022
Q1 | $5.67M | Buy |
41,591
+801
| +2% | +$109K | 1.6% | 19 |
|
|
2021
Q4 | $6.46M | Sell |
40,790
-469
| -1% | -$74.3K | 1.64% | 19 |
|
|
2021
Q3 | $6.75M | Buy |
41,259
+562
| +1% | +$92K | 1.89% | 17 |
|
|
2021
Q2 | $6.33M | Buy |
40,697
+3
| +0% | +$467 | 1.74% | 17 |
|
|
2021
Q1 | $6.19M | Sell |
40,694
-1,255
| -3% | -$191K | 1.75% | 18 |
|
|
2020
Q4 | $5.33M | Sell |
41,949
-1,092
| -3% | -$139K | 1.55% | 21 |
|
|
2020
Q3 | $4.14M | Sell |
43,041
-594
| -1% | -$57.2K | 1.31% | 26 |
|
|
2020
Q2 | $4.1M | Sell |
43,635
-1,823
| -4% | -$171K | 1.35% | 27 |
|
|
2020
Q1 | $4.09M | Sell |
45,458
-9,838
| -18% | -$886K | 1.62% | 15 |
|
|
2019
Q4 | $4.77M | Buy |
55,296
+7,929
| +17% | +$684K | 2.02% | 5 |
|
|
2019
Q3 | $5.58M | Sell |
47,367
-177
| -0.4% | -$20.8K | 1.79% | 10 |
|
|
2019
Q2 | $5.32M | Buy |
47,544
+118
| +0.2% | +$13.2K | 1.68% | 10 |
|
|
2019
Q1 | $4.8M | Buy |
47,426
+1,658
| +4% | +$168K | 1.57% | 13 |
|
|
2018
Q4 | $4.47M | Buy |
45,768
+1,565
| +4% | +$153K | 1.65% | 13 |
|
|
2018
Q3 | $4.99M | Sell |
44,203
-620
| -1% | -$70K | 1.52% | 13 |
|
|
2018
Q2 | $4.67M | Sell |
44,823
-1,419
| -3% | -$148K | 1.87% | 17 |
|
|
2018
Q1 | $5.09M | Sell |
46,242
-8,350
| -15% | -$918K | 2.2% | 13 |
|
|
2017
Q4 | $5.84M | Sell |
54,592
-919
| -2% | -$98.3K | 2.35% | 3 |
|
|
2017
Q3 | $5.3M | Buy |
55,511
+4,374
| +9% | +$418K | 2.24% | 5 |
|
|
2017
Q2 | $4.67M | Buy |
51,137
+529
| +1% | +$48.4K | 1.97% | 6 |
|
|
2017
Q1 | $4.45M | Sell |
50,608
-4,688
| -8% | -$412K | 1.95% | 9 |
|
|
2016
Q4 | $4.77M | Sell |
55,296
-5,487
| -9% | -$473K | 2.02% | 5 |
|
|
2016
Q3 | $4.05M | Sell |
60,783
-95
| -0.2% | -$6.33K | 1.83% | 13 |
|
|
2016
Q2 | $3.78M | Sell |
60,878
-1,534
| -2% | -$95.3K | 1.73% | 14 |
|
|
2016
Q1 | $3.7M | Sell |
62,412
-345
| -0.5% | -$20.4K | 1.68% | 20 |
|
|
2015
Q4 | $4.14M | Sell |
62,757
-817
| -1% | -$53.9K | 1.89% | 14 |
|
|
2015
Q3 | $3.88M | Buy |
63,574
+297
| +0.5% | +$18.1K | 1.9% | 13 |
|
|
2015
Q2 | $4.29M | Sell |
63,277
-999
| -2% | -$67.7K | 1.97% | 10 |
|
|
2015
Q1 | $3.89M | Sell |
64,276
-2,701
| -4% | -$164K | 1.75% | 16 |
|
|
2014
Q4 | $4.19M | Buy |
66,977
+1,638
| +3% | +$102K | 1.84% | 13 |
|
|
2014
Q3 | $3.94M | Sell |
65,339
-1,531
| -2% | -$92.2K | 1.85% | 11 |
|
|
2014
Q2 | $3.85M | Buy |
66,870
+211
| +0.3% | +$12.2K | 1.81% | 14 |
|
|
2014
Q1 | $4.05M | Sell |
66,659
-9,420
| -12% | -$572K | 2.02% | 3 |
|
|
2013
Q4 | $4.45M | Buy |
76,079
+805
| +1% | +$47.1K | 2.19% | 4 |
|
|
2013
Q3 | $3.89M | Buy |
75,274
+2,421
| +3% | +$125K | 2.08% | 6 |
|
|
2013
Q2 | $3.85M | Buy |
+72,853
| New | +$3.85M | 2.11% | 6 |
|