JPMorgan Chase & Co’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25K | Sell |
228
-544
| -70% | -$19.7K | ﹤0.01% | 5473 |
|
|
2025
Q1 | $25.1K | Buy |
772
+722
| +1,444% | +$23.5K | ﹤0.01% | 5228 |
|
|
2024
Q4 | $1.59K | Hold |
50
| – | – | ﹤0.01% | 5618 |
|
|
2024
Q3 | $1.64K | Sell |
50
-17
| -25% | -$558 | ﹤0.01% | 5580 |
|
|
2024
Q2 | $1.83K | Buy |
67
+17
| +34% | +$464 | ﹤0.01% | 5523 |
|
|
2024
Q1 | $1.35K | Hold |
50
| – | – | ﹤0.01% | 5605 |
|
|
2023
Q4 | $1.34K | Buy |
+50
| New | +$1.34K | ﹤0.01% | 5758 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$1.37K | – | 6665 |
|
|
2023
Q2 | $1.37K | Sell |
50
-1,459
| -97% | -$40K | ﹤0.01% | 5503 |
|
|
2023
Q1 | $43K | Buy |
1,509
+1,095
| +264% | +$31.2K | ﹤0.01% | 4947 |
|
|
2022
Q4 | $12K | Buy |
414
+364
| +728% | +$10.6K | ﹤0.01% | 5078 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 5454 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 5435 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 5605 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 5602 |
|
|
2021
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 5401 |
|