JP Morgan Chase
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JP Morgan Chase’s First United FUNC Stock Holding History

JP Morgan Chase’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90K Sell
2,447
-1,026
-30% -$38.1K ﹤0.01% 5887
2025
Q4 		$130K Sell
3,473
-1,735
-33% -$64.5K ﹤0.01% 5754
2025
Q3 		$191K Buy
5,208
+431
+9% +$15.2K ﹤0.01% 5542
2025
Q2 		$148K Buy
+4,777
New +$141K ﹤0.01% 5406
2024
Q4 		– Sell
-66
Closed -$1.97K – 7502
2024
Q3 		$1.97K Sell
66
-4,219
-98% -$113K ﹤0.01% 6624
2024
Q2 		$87.5K Buy
4,285
+3,230
+306% +$69.3K ﹤0.01% 5596
2024
Q1 		$24.2K Sell
1,055
-407
-28% -$9.08K ﹤0.01% 6177
2023
Q4 		$34.4K Buy
+1,462
New +$27.2K ﹤0.01% 6119
2022
Q4 		– Sell
-4
Closed – – 6697
2022
Q3 		$0 Buy
+4
New +$71 ﹤0.01% 6584
2021
Q3 		– Sell
-885
Closed -$15K – 6589
2021
Q2 		$15K Sell
885
-21,032
-96% -$379K ﹤0.01% 5975
2021
Q1 		$386K Buy
21,917
+1,557
+8% +$27.3K ﹤0.01% 4835
2020
Q4 		$315K Buy
20,360
+13,292
+188% +$191K ﹤0.01% 4623
2020
Q3 		$83K Buy
7,068
+906
+15% +$10.3K ﹤0.01% 4779
2020
Q2 		$82K Sell
6,162
-6,592
-52% -$93.6K ﹤0.01% 4651
2020
Q1 		$182K Sell
12,754
-2,860
-18% -$60.3K ﹤0.01% 4307
2019
Q4 		$376K Buy
15,614
+4,607
+42% +$109K ﹤0.01% 4376
2019
Q3 		$242K Buy
11,007
+9,967
+958% +$210K ﹤0.01% 4541
2019
Q2 		$20K Sell
1,040
-628
-38% -$11.6K ﹤0.01% 5439
2019
Q1 		$29K Sell
1,668
-341
-17% -$5.81K ﹤0.01% 5303
2018
Q4 		$32K Buy
2,009
+426
+27% +$7.63K ﹤0.01% 5218
2018
Q3 		$30K Buy
1,583
+195
+14% +$3.8K ﹤0.01% 5344
2018
Q2 		$28K Buy
+1,388
New +$28.5K ﹤0.01% 5241

Other funds holding FUNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase's FUNC Position: Q1 2026 in Review

JP Morgan Chase reduced its First United (FUNC) stake by 30% in Q1 2026, selling an estimated $38.1K and leaving 2,447 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #5887.

JP Morgan Chase first reported a position in FUNC in Q2 2018 and has held it in 22 quarters since. The position peaked at $386K in Q1 2021. 88 funds tracked by Wall St. Rank hold FUNC as of Q1 2026.

  • JP Morgan Chase held 2,447 shares of First United worth $90K as of Q1 2026.
  • JP Morgan Chase sold 1,026 First United shares in Q1 2026, an estimated $38.1K.
  • First United made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5887 holding.
  • JP Morgan Chase first reported a position in First United in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Chase's First United position peaked at $386K in Q1 2021.
  • 88 funds tracked by Wall St. Rank held First United as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.