A detailed history of Univest Financial Corp transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Univest Financial Corp holds 7,535 shares of JPM stock, worth $1.59 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
7,535
Previous 7,822 3.67%
Holding current value
$1.59 Million
Previous $1.57 Million 2.68%
% of portfolio
0.43%
Previous 0.45%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $620B
  • 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 ...
More about JPM
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