UIA
Ulland Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61K | Sell |
209
-175
| -46% | -$51.1K | 0.05% | 103 |
|
|
2025
Q1 | $94K | Buy |
384
+175
| +84% | +$42.8K | 0.08% | 88 |
|
|
2024
Q4 | $50K | Hold |
209
| – | – | 0.03% | 114 |
|
|
2024
Q3 | $44K | Hold |
209
| – | – | 0.03% | 110 |
|
|
2024
Q2 | $42K | Hold |
209
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $42K | Hold |
209
| – | – | 0.03% | 117 |
|
|
2023
Q4 | $36K | Sell |
209
-55
| -21% | -$9.47K | 0.04% | 112 |
|
|
2023
Q3 | $38K | Sell |
264
-86
| -25% | -$12.4K | 0.04% | 112 |
|
|
2023
Q2 | $51K | Hold |
350
| – | – | 0.05% | 101 |
|
|
2023
Q1 | $46K | Hold |
350
| – | – | 0.05% | 96 |
|
|
2022
Q4 | $47K | Sell |
350
-100
| -22% | -$13.4K | 0.06% | 95 |
|
|
2022
Q3 | $47K | Sell |
450
-723
| -62% | -$75.5K | 0.05% | 95 |
|
|
2022
Q2 | $132K | Hold |
1,173
| – | – | 0.14% | 63 |
|
|
2022
Q1 | $160K | Sell |
1,173
-1,870
| -61% | -$255K | 0.12% | 65 |
|
|
2021
Q4 | $482K | Buy |
+3,043
| New | +$482K | 0.31% | 49 |
|