FUBT
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First United Bank & Trust’s JPMorgan Chase JPM Stock Holding History

First United Bank & Trust’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.08M Sell
15,513
-221
-1% -$68.6K 1.46% 17
2026
Q1 		$4.63M Sell
15,734
-1,600
-9% -$486K 1.5% 17
2025
Q4 		$5.59M Sell
17,334
-157
-0.9% -$48.6K 1.78% 12
2025
Q3 		$5.52M Sell
17,491
-193
-1% -$57.4K 1.79% 14
2025
Q2 		$5.13M Sell
17,684
-218
-1% -$55.6K 1.79% 10
2025
Q1 		$4.39M Sell
17,902
-306
-2% -$78K 1.64% 14
2024
Q4 		$4.36M Sell
18,208
-114
-0.6% -$26.6K 1.59% 15
2024
Q3 		$3.86M Sell
18,322
-984
-5% -$207K 1.39% 20
2024
Q2 		$3.9M Sell
19,306
-234
-1% -$45.7K 1.45% 15
2024
Q1 		$3.91M Buy
19,540
+230
+1% +$41.5K 1.45% 14
2023
Q4 		$3.28M Sell
19,310
-220
-1% -$33.3K 1.31% 18
2023
Q3 		$2.83M Sell
19,530
-335
-2% -$50.2K 1.32% 21
2023
Q2 		$2.89M Buy
19,865
+146
+0.7% +$20.1K 1.28% 20
2023
Q1 		$2.57M Sell
19,719
-50
-0.3% -$6.85K 1.21% 25
2022
Q4 		$2.65M Sell
19,769
-648
-3% -$82.1K 1.29% 23
2022
Q3 		$2.13M Sell
20,417
-780
-4% -$89.5K 1.07% 28
2022
Q2 		$2.39M Sell
21,197
-143
-0.7% -$17.7K 1.1% 27
2022
Q1 		$2.91M Sell
21,340
-535
-2% -$79K 1.14% 23
2021
Q4 		$3.46M Sell
21,875
-185
-0.8% -$30.4K 1.28% 18
2021
Q3 		$3.61M Buy
22,060
+82
+0.4% +$12.9K 1.47% 15
2021
Q2 		$3.42M Sell
21,978
-1,169
-5% -$184K 1.43% 16
2021
Q1 		$3.52M Buy
23,147
+110
+0.5% +$15.8K 1.51% 16
2020
Q4 		$2.93M Buy
23,037
+316
+1% +$35.3K 1.41% 20
2020
Q3 		$2.19M Sell
22,721
-819
-3% -$80.4K 1.22% 23
2020
Q2 		$2.21M Sell
23,540
-1,004
-4% -$95.3K 1.31% 20
2020
Q1 		$2.21M Sell
24,544
-638
-3% -$77.5K 1.58% 15
2019
Q4 		$3.51M Sell
25,182
-284
-1% -$36.4K 2.02% 10
2019
Q3 		$3M Sell
25,466
-1,706
-6% -$193K 1.88% 10
2019
Q2 		$3.04M Buy
27,172
+990
+4% +$109K 1.8% 11
2019
Q1 		$2.65M Sell
26,182
-965
-4% -$99.4K 1.63% 15
2018
Q4 		$2.65M Buy
27,147
+998
+4% +$106K 1.86% 9
2018
Q3 		$2.95M Sell
26,149
-50
-0.2% -$5.68K 1.85% 11
2018
Q2 		$2.73M Sell
26,199
-940
-3% -$103K 1.81% 10
2018
Q1 		$2.98M Buy
27,139
+284
+1% +$32.2K 1.96% 9
2017
Q4 		$2.87M Buy
26,855
+910
+4% +$92.1K 1.87% 11
2017
Q3 		$2.48M Buy
25,945
+2,848
+12% +$263K 1.66% 14
2017
Q2 		$2.11M Buy
23,097
+1,479
+7% +$128K 1.43% 21
2017
Q1 		$1.9M Buy
21,618
+1,990
+10% +$176K 1.33% 26
2016
Q4 		$1.69M Buy
19,628
+1,786
+10% +$136K 1.28% 26
2016
Q3 		$1.19M Buy
17,842
+580
+3% +$37.8K 0.98% 36
2016
Q2 		$1.07M Buy
17,262
+540
+3% +$33.7K 0.93% 38
2016
Q1 		$990K Buy
16,722
+1,074
+7% +$62.7K 0.91% 40
2015
Q4 		$1.03M Buy
15,648
+886
+6% +$57.7K 0.93% 41
2015
Q3 		$900K Buy
14,762
+3,700
+33% +$242K 0.88% 38
2015
Q2 		$750K Sell
11,062
-75
-0.7% -$4.9K 0.68% 53
2015
Q1 		$675K Buy
11,137
+1,898
+21% +$112K 0.61% 58
2014
Q4 		$578K Buy
9,239
+475
+5% +$28.6K 0.56% 61
2014
Q3 		$528K Buy
8,764
+200
+2% +$11.7K 0.54% 65
2014
Q2 		$493K Sell
8,564
-100
-1% -$5.62K 0.51% 65
2014
Q1 		$526K Sell
8,664
-700
-7% -$40.5K 0.57% 65
2013
Q4 		$548K Buy
9,364
+900
+11% +$49.3K 0.61% 63
2013
Q3 		$437K Buy
8,464
+1,000
+13% +$53.6K 0.53% 65
2013
Q2 		$394K Buy
+7,464
New +$379K 0.53% 64

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

First United Bank & Trust's JPM Position: Q2 2026 in Review

First United Bank & Trust reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $68.6K and leaving 15,513 shares worth $5.08M. The position accounts for 1.46% of the portfolio, ranked #17.

First United Bank & Trust first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.59M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • First United Bank & Trust held 15,513 shares of JPMorgan Chase worth $5.08M as of Q2 2026.
  • First United Bank & Trust sold 221 JPMorgan Chase shares in Q2 2026, an estimated $68.6K.
  • JPMorgan Chase made up 1.46% of First United Bank & Trust's portfolio in Q2 2026, its #17 holding.
  • First United Bank & Trust first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's JPMorgan Chase position peaked at $5.59M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.