JPMorgan Chase & Co’s United-Guardian UG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$54 | – | 6613 |
|
|
2025
Q1 | $54 | Sell |
6
-1
| -14% | -$9 | ﹤0.01% | 6099 |
|
|
2024
Q4 | $68 | Hold |
7
| – | – | ﹤0.01% | 6013 |
|
|
2024
Q3 | $111 | Hold |
7
| – | – | ﹤0.01% | 5917 |
|
|
2024
Q2 | $63 | Hold |
7
| – | – | ﹤0.01% | 5954 |
|
|
2024
Q1 | $54 | Buy |
7
+2
| +40% | +$15 | ﹤0.01% | 6005 |
|
|
2023
Q4 | $36 | Buy |
5
+1
| +25% | +$7 | ﹤0.01% | 6211 |
|
|
2023
Q3 | $30 | Buy |
+4
| New | +$30 | ﹤0.01% | 6134 |
|
|
2020
Q4 | – | Sell |
-1
| Closed | – | – | 5102 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5029 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4967 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$2K | – | 4836 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 4645 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 4696 |
|
|
2019
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 4764 |
|