JPMorgan Chase & Co’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
+4,777
| New | +$148K | ﹤0.01% | 4611 |
|
|
2024
Q4 | – | Sell |
-66
| Closed | -$1.97K | – | 6399 |
|
|
2024
Q3 | $1.97K | Sell |
66
-4,219
| -98% | -$126K | ﹤0.01% | 5558 |
|
|
2024
Q2 | $87.5K | Buy |
4,285
+3,230
| +306% | +$66K | ﹤0.01% | 4672 |
|
|
2024
Q1 | $24.2K | Sell |
1,055
-407
| -28% | -$9.32K | ﹤0.01% | 5189 |
|
|
2023
Q4 | $34.4K | Buy |
+1,462
| New | +$34.4K | ﹤0.01% | 5121 |
|
|
2022
Q4 | – | Sell |
-4
| Closed | – | – | 5696 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 5618 |
|
|
2021
Q3 | – | Sell |
-885
| Closed | -$15K | – | 5597 |
|
|
2021
Q2 | $15K | Sell |
885
-21,032
| -96% | -$356K | ﹤0.01% | 5158 |
|
|
2021
Q1 | $386K | Buy |
21,917
+1,557
| +8% | +$27.4K | ﹤0.01% | 4179 |
|
|
2020
Q4 | $315K | Buy |
20,360
+13,292
| +188% | +$206K | ﹤0.01% | 3984 |
|
|
2020
Q3 | $83K | Buy |
7,068
+906
| +15% | +$10.6K | ﹤0.01% | 4130 |
|
|
2020
Q2 | $82K | Sell |
6,162
-6,592
| -52% | -$87.7K | ﹤0.01% | 4037 |
|
|
2020
Q1 | $182K | Sell |
12,754
-2,860
| -18% | -$40.8K | ﹤0.01% | 3741 |
|
|
2019
Q4 | $376K | Buy |
15,614
+4,607
| +42% | +$111K | ﹤0.01% | 3549 |
|
|
2019
Q3 | $242K | Buy |
11,007
+9,967
| +958% | +$219K | ﹤0.01% | 3661 |
|
|
2019
Q2 | $20K | Sell |
1,040
-628
| -38% | -$12.1K | ﹤0.01% | 4516 |
|
|
2019
Q1 | $29K | Sell |
1,668
-341
| -17% | -$5.93K | ﹤0.01% | 4404 |
|
|
2018
Q4 | $32K | Buy |
2,009
+426
| +27% | +$6.79K | ﹤0.01% | 4400 |
|
|
2018
Q3 | $30K | Buy |
1,583
+195
| +14% | +$3.7K | ﹤0.01% | 4500 |
|
|
2018
Q2 | $28K | Buy |
+1,388
| New | +$28K | ﹤0.01% | 4471 |
|