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JP Morgan Private Wealth Advisors’s First United FUNC Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q1 		– Sell
-12,818
Closed -$252K – 1967
2022
Q4 		$252K Hold
12,818
– – ﹤0.01% 1728
2022
Q3 		$212K Buy
+12,818
New +$229K ﹤0.01% 1784

Other funds holding FUNC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FUNC Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of First United (FUNC) in Q1 2023, closing a stake of 12,818 shares — an estimated $252K sold.

JP Morgan Private Wealth Advisors first reported a position in FUNC in Q3 2022 and held it in 2 quarters. The position peaked at $252K in Q4 2022. 36 funds tracked by Wall St. Rank hold FUNC as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining First United position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,818 First United shares in Q1 2023, an estimated $252K.
  • JP Morgan Private Wealth Advisors first reported a position in First United in Q3 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's First United position peaked at $252K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held First United as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.