Univest Financial Corp Jpmorgan Chase & CO Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Univest Financial Corp holds 40,883 shares of JPM stock, worth $9.71 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

40,883

Previous 7,535 442.57%

Holding current value

$9.71 Million

Previous $1.52 Million 465.42%

% of portfolio

0.57%

Previous 0.43%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$194.9 - $224.8 $6.5 Million - $7.5 Million	33,348 Added 442.57%	40,883 $8.62 Million
Q2 2024 Aug 05, 2024	SELL	$180.08 - $204.79 $51,682 - $58,774	-287 Reduced 3.67%	7,535 $1.52 Million
Q1 2024 May 08, 2024	SELL	$167.09 - $200.3 $3.72 Million - $4.46 Million	-22,271 Reduced 74.01%	7,822 $1.57 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $49,119 - $61,648	-362 Reduced 1.19%	30,093 $5.12 Million
Q3 2023 Nov 07, 2023	SELL	$143.21 - $158.0 $470,015 - $518,556	-3,282 Reduced 9.73%	30,455 $4.42 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $27,023 - $30,833	-212 Reduced 0.62%	33,737 $4.91 Million
Q1 2023 May 08, 2023	SELL	$124.91 - $143.8 $310,151 - $357,055	-2,483 Reduced 6.82%	33,949 $4.42 Million
Q4 2022 Feb 09, 2023	SELL	$101.96 - $137.84 $369,299 - $499,256	-3,622 Reduced 9.04%	36,432 $4.89 Million
Q3 2022 Nov 03, 2022	SELL	$20.73 - $120.58 $68,180 - $396,587	-3,289 Reduced 7.59%	40,054 $4.19 Million
Q2 2022 Aug 05, 2022	BUY	$112.61 - $135.91 $197,292 - $238,114	1,752 Added 4.21%	43,343 $4.88 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $102,768 - $134,920	801 Added 1.96%	41,591 $5.67 Million
Q4 2021 Feb 08, 2022	SELL	$153.94 - $171.78 $72,197 - $80,564	-469 Reduced 1.14%	40,790 $6.46 Million
Q3 2021 Nov 12, 2021	BUY	$146.97 - $166.98 $82,597 - $93,842	562 Added 1.38%	41,259 $6.75 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $442 - $499	3 Added 0.01%	40,697 $6.33 Million
Q1 2021 Apr 14, 2021	SELL	$125.65 - $157.65 $157,690 - $197,850	-1,255 Reduced 2.99%	40,694 $6.19 Million
Q4 2020 Jan 19, 2021	SELL	$96.54 - $127.07 $105,421 - $138,760	-1,092 Reduced 2.54%	41,949 $5.33 Million
Q3 2020 Oct 13, 2020	SELL	$91.28 - $103.82 $54,220 - $61,669	-594 Reduced 1.36%	43,041 $4.14 Million
Q2 2020 Jul 09, 2020	SELL	$84.03 - $113.45 $153,186 - $206,819	-1,823 Reduced 4.01%	43,635 $4.1 Million
Q1 2020 May 05, 2020	SELL	$79.03 - $141.09 $777,497 - $1.39 Million	-9,838 Reduced 17.79%	45,458 $4.09 Million
Q4 2019 Jan 14, 2020	BUY	$111.82 - $139.4 $886,620 - $1.11 Million	7,929 Added 16.74%	55,296 $4.77 Million
Q3 2019 Nov 06, 2019	SELL	$104.8 - $120.23 $18,549 - $21,280	-177 Reduced 0.37%	47,367 $5.58 Million
Q2 2019 Jul 12, 2019	BUY	$104.64 - $116.12 $12,347 - $13,702	118 Added 0.25%	47,544 $5.32 Million
Q1 2019 Apr 09, 2019	BUY	$97.11 - $107.19 $161,008 - $177,721	1,658 Added 3.62%	47,426 $4.8 Million
Q4 2018 Jan 28, 2019	BUY	$92.14 - $115.32 $144,199 - $180,475	1,565 Added 3.54%	45,768 $4.47 Million
Q3 2018 Oct 10, 2018	SELL	$103.61 - $118.63 $64,238 - $73,550	-620 Reduced 1.38%	44,203 $4.99 Million
Q2 2018 Jul 17, 2018	SELL	$103.24 - $114.29 $146,497 - $162,177	-1,419 Reduced 3.07%	44,823 $4.67 Million
Q1 2018 Apr 19, 2018	SELL	$107.01 - $118.77 $893,533 - $991,729	-8,350 Reduced 15.3%	46,242 $5.09 Million
Q4 2017 Jan 22, 2018	SELL	$95.86 - $107.83 $88,095 - $99,095	-919 Reduced 1.66%	54,592 $5.84 Million
Q3 2017 Oct 13, 2017	BUY	$88.42 - $95.51 $4.91 Million - $5.3 Million	55,511	55,511 $5.3 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Univest Financial Corp Jpmorgan Chase & CO Transaction History