First United Bank & Trust’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 | $5.13M | Sell |
17,684
-218
| -1% | -$63.2K | 1.79% | 10 |
|
|
2025
Q1 | $4.39M | Sell |
17,902
-306
| -2% | -$75.1K | 1.64% | 14 |
|
|
2024
Q4 | $4.36M | Sell |
18,208
-114
| -0.6% | -$27.3K | 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% | -$47.3K | 1.45% | 15 |
|
|
2024
Q1 | $3.91M | Buy |
19,540
+230
| +1% | +$46.1K | 1.45% | 14 |
|
|
2023
Q4 | $3.28M | Sell |
19,310
-220
| -1% | -$37.4K | 1.31% | 18 |
|
|
2023
Q3 | $2.83M | Sell |
19,530
-335
| -2% | -$48.6K | 1.32% | 21 |
|
|
2023
Q2 | $2.89M | Buy |
19,865
+146
| +0.7% | +$21.2K | 1.28% | 20 |
|
|
2023
Q1 | $2.57M | Sell |
19,719
-50
| -0.3% | -$6.52K | 1.21% | 25 |
|
|
2022
Q4 | $2.65M | Sell |
19,769
-648
| -3% | -$86.9K | 1.29% | 23 |
|
|
2022
Q3 | $2.13M | Sell |
20,417
-780
| -4% | -$81.5K | 1.07% | 28 |
|
|
2022
Q2 | $2.39M | Sell |
21,197
-143
| -0.7% | -$16.1K | 1.1% | 27 |
|
|
2022
Q1 | $2.91M | Sell |
21,340
-535
| -2% | -$72.9K | 1.14% | 23 |
|
|
2021
Q4 | $3.46M | Sell |
21,875
-185
| -0.8% | -$29.3K | 1.28% | 18 |
|
|
2021
Q3 | $3.61M | Buy |
22,060
+82
| +0.4% | +$13.4K | 1.47% | 15 |
|
|
2021
Q2 | $3.42M | Sell |
21,978
-1,169
| -5% | -$182K | 1.43% | 16 |
|
|
2021
Q1 | $3.52M | Buy |
23,147
+110
| +0.5% | +$16.7K | 1.51% | 16 |
|
|
2020
Q4 | $2.93M | Buy |
23,037
+316
| +1% | +$40.2K | 1.41% | 20 |
|
|
2020
Q3 | $2.19M | Sell |
22,721
-819
| -3% | -$78.8K | 1.22% | 23 |
|
|
2020
Q2 | $2.21M | Sell |
23,540
-1,004
| -4% | -$94.4K | 1.31% | 20 |
|
|
2020
Q1 | $2.21M | Sell |
24,544
-638
| -3% | -$57.4K | 1.58% | 15 |
|
|
2019
Q4 | $3.51M | Sell |
25,182
-284
| -1% | -$39.6K | 2.02% | 10 |
|
|
2019
Q3 | $3M | Sell |
25,466
-1,706
| -6% | -$201K | 1.88% | 10 |
|
|
2019
Q2 | $3.04M | Buy |
27,172
+990
| +4% | +$111K | 1.8% | 11 |
|
|
2019
Q1 | $2.65M | Sell |
26,182
-965
| -4% | -$97.7K | 1.63% | 15 |
|
|
2018
Q4 | $2.65M | Buy |
27,147
+998
| +4% | +$97.4K | 1.86% | 9 |
|
|
2018
Q3 | $2.95M | Sell |
26,149
-50
| -0.2% | -$5.64K | 1.85% | 11 |
|
|
2018
Q2 | $2.73M | Sell |
26,199
-940
| -3% | -$98K | 1.81% | 10 |
|
|
2018
Q1 | $2.98M | Buy |
27,139
+284
| +1% | +$31.2K | 1.96% | 9 |
|
|
2017
Q4 | $2.87M | Buy |
26,855
+910
| +4% | +$97.3K | 1.87% | 11 |
|
|
2017
Q3 | $2.48M | Buy |
25,945
+2,848
| +12% | +$272K | 1.66% | 14 |
|
|
2017
Q2 | $2.11M | Buy |
23,097
+1,479
| +7% | +$135K | 1.43% | 21 |
|
|
2017
Q1 | $1.9M | Buy |
21,618
+1,990
| +10% | +$175K | 1.33% | 26 |
|
|
2016
Q4 | $1.69M | Buy |
19,628
+1,786
| +10% | +$154K | 1.28% | 26 |
|
|
2016
Q3 | $1.19M | Buy |
17,842
+580
| +3% | +$38.6K | 0.98% | 36 |
|
|
2016
Q2 | $1.07M | Buy |
17,262
+540
| +3% | +$33.5K | 0.93% | 38 |
|
|
2016
Q1 | $990K | Buy |
16,722
+1,074
| +7% | +$63.6K | 0.91% | 40 |
|
|
2015
Q4 | $1.03M | Buy |
15,648
+886
| +6% | +$58.5K | 0.93% | 41 |
|
|
2015
Q3 | $900K | Buy |
14,762
+3,700
| +33% | +$226K | 0.88% | 38 |
|
|
2015
Q2 | $750K | Sell |
11,062
-75
| -0.7% | -$5.09K | 0.68% | 53 |
|
|
2015
Q1 | $675K | Buy |
11,137
+1,898
| +21% | +$115K | 0.61% | 58 |
|
|
2014
Q4 | $578K | Buy |
9,239
+475
| +5% | +$29.7K | 0.56% | 61 |
|
|
2014
Q3 | $528K | Buy |
8,764
+200
| +2% | +$12K | 0.54% | 65 |
|
|
2014
Q2 | $493K | Sell |
8,564
-100
| -1% | -$5.76K | 0.51% | 65 |
|
|
2014
Q1 | $526K | Sell |
8,664
-700
| -7% | -$42.5K | 0.57% | 65 |
|
|
2013
Q4 | $548K | Buy |
9,364
+900
| +11% | +$52.7K | 0.61% | 63 |
|
|
2013
Q3 | $437K | Buy |
8,464
+1,000
| +13% | +$51.6K | 0.53% | 65 |
|
|
2013
Q2 | $394K | Buy |
+7,464
| New | +$394K | 0.53% | 64 |
|