JPMorgan Chase & Co’s Union Bankshares UNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.1K | Buy |
1,731
+1,726
| +34,520% | +$45.9K | ﹤0.01% | 5128 |
|
|
2025
Q1 | $157 | Hold |
5
| – | – | ﹤0.01% | 5950 |
|
|
2024
Q4 | $145 | Hold |
5
| – | – | ﹤0.01% | 5903 |
|
|
2024
Q3 | $130 | Hold |
5
| – | – | ﹤0.01% | 5898 |
|
|
2024
Q2 | $107 | Hold |
5
| – | – | ﹤0.01% | 5855 |
|
|
2024
Q1 | $153 | Sell |
5
-1,444
| -100% | -$44.2K | ﹤0.01% | 5836 |
|
|
2023
Q4 | $44.4K | Buy |
1,449
+1,444
| +28,880% | +$44.3K | ﹤0.01% | 5043 |
|
|
2023
Q3 | $112 | Hold |
5
| – | – | ﹤0.01% | 5937 |
|
|
2023
Q2 | $115 | Hold |
5
| – | – | ﹤0.01% | 5776 |
|
|
2023
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 6130 |
|
|
2022
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 5943 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 5834 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 5921 |
|
|
2022
Q1 | $0 | Sell |
5
-408
| -99% | – | ﹤0.01% | 5957 |
|
|
2021
Q4 | $12K | Sell |
413
-2,316
| -85% | -$67.3K | ﹤0.01% | 5411 |
|
|
2021
Q3 | $87K | Sell |
2,729
-607
| -18% | -$19.4K | ﹤0.01% | 4778 |
|
|
2021
Q2 | $121K | Buy |
3,336
+1,711
| +105% | +$62.1K | ﹤0.01% | 4710 |
|
|
2021
Q1 | $49K | Buy |
1,625
+1,586
| +4,067% | +$47.8K | ﹤0.01% | 4797 |
|
|
2020
Q4 | $1K | Buy |
39
+34
| +680% | +$872 | ﹤0.01% | 4836 |
|
|
2020
Q3 | $0 | Sell |
5
-33
| -87% | – | ﹤0.01% | 5030 |
|
|
2020
Q2 | $1K | Sell |
38
-6,549
| -99% | -$172K | ﹤0.01% | 4682 |
|
|
2020
Q1 | $148K | Buy |
6,587
+1,505
| +30% | +$33.8K | ﹤0.01% | 3816 |
|
|
2019
Q4 | $184K | Buy |
5,082
+3,806
| +298% | +$138K | ﹤0.01% | 3839 |
|
|
2019
Q3 | $40K | Buy |
1,276
+207
| +19% | +$6.49K | ﹤0.01% | 4327 |
|
|
2019
Q2 | $37K | Sell |
1,069
-53
| -5% | -$1.83K | ﹤0.01% | 4369 |
|
|
2019
Q1 | $51K | Hold |
1,122
| – | – | ﹤0.01% | 4231 |
|
|
2018
Q4 | $53K | Buy |
1,122
+220
| +24% | +$10.4K | ﹤0.01% | 4245 |
|
|
2018
Q3 | $48K | Buy |
902
+112
| +14% | +$5.96K | ﹤0.01% | 4368 |
|
|
2018
Q2 | $41K | Buy |
790
+6
| +0.8% | +$311 | ﹤0.01% | 4377 |
|
|
2018
Q1 | $40K | Sell |
784
-57
| -7% | -$2.91K | ﹤0.01% | 4223 |
|
|
2017
Q4 | $45K | Buy |
+841
| New | +$45K | ﹤0.01% | 4164 |
|
|
2017
Q2 | – | Sell |
-2,173
| Closed | -$93K | – | 4519 |
|
|
2017
Q1 | $93K | Sell |
2,173
-2,877
| -57% | -$123K | ﹤0.01% | 3758 |
|
|
2016
Q4 | $230K | Buy |
+5,050
| New | +$230K | ﹤0.01% | 3609 |
|