UWPG
Ullmann Wealth Partners Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
15,504
+188
| +1% | +$54.5K | 0.53% | 31 |
|
|
2025
Q1 | $3.76M | Buy |
15,316
+124
| +0.8% | +$30.4K | 0.5% | 30 |
|
|
2024
Q4 | $3.64M | Buy |
15,192
+227
| +2% | +$54.4K | 0.47% | 29 |
|
|
2024
Q3 | $3.16M | Buy |
14,965
+4,606
| +44% | +$971K | 0.41% | 30 |
|
|
2024
Q2 | $2.1M | Buy |
10,359
+685
| +7% | +$139K | 0.3% | 38 |
|
|
2024
Q1 | $1.94M | Buy |
9,674
+309
| +3% | +$61.9K | 0.29% | 39 |
|
|
2023
Q4 | $1.59M | Buy |
9,365
+3,997
| +74% | +$680K | 0.26% | 36 |
|
|
2023
Q3 | $778K | Buy |
5,368
+688
| +15% | +$99.8K | 0.15% | 45 |
|
|
2023
Q2 | $681K | Sell |
4,680
-11
| -0.2% | -$1.6K | 0.14% | 49 |
|
|
2023
Q1 | $611K | Buy |
4,691
+190
| +4% | +$24.8K | 0.14% | 47 |
|
|
2022
Q4 | $604K | Buy |
4,501
+267
| +6% | +$35.8K | 0.15% | 44 |
|
|
2022
Q3 | $442K | Buy |
4,234
+153
| +4% | +$16K | 0.12% | 48 |
|
|
2022
Q2 | $460K | Buy |
4,081
+37
| +0.9% | +$4.17K | 0.12% | 53 |
|
|
2022
Q1 | $551K | Buy |
4,044
+45
| +1% | +$6.13K | 0.14% | 45 |
|
|
2021
Q4 | $633K | Hold |
3,999
| – | – | 0.17% | 43 |
|
|
2021
Q3 | $655K | Buy |
3,999
+25
| +0.6% | +$4.1K | 0.26% | 39 |
|
|
2021
Q2 | $618K | Hold |
3,974
| – | – | 0.25% | 42 |
|
|
2021
Q1 | $605K | Hold |
3,974
| – | – | 0.27% | 40 |
|
|
2020
Q4 | $505K | Hold |
3,974
| – | – | 0.25% | 40 |
|
|
2020
Q3 | $383K | Buy |
3,974
+100
| +3% | +$9.64K | 0.22% | 42 |
|
|
2020
Q2 | $364K | Buy |
+3,874
| New | +$364K | 0.22% | 42 |
|
|
2019
Q4 | – | Sell |
-3,953
| Closed | -$465K | – | 66 |
|
|
2019
Q3 | $465K | Sell |
3,953
-292
| -7% | -$34.3K | 0.29% | 37 |
|
|
2019
Q2 | $474K | Sell |
4,245
-113
| -3% | -$12.6K | 0.3% | 33 |
|
|
2019
Q1 | $441K | Buy |
4,358
+490
| +13% | +$49.6K | 0.28% | 35 |
|
|
2018
Q4 | $378K | Buy |
3,868
+558
| +17% | +$54.5K | 0.28% | 33 |
|
|
2018
Q3 | $373K | Sell |
3,310
-67
| -2% | -$7.55K | 0.25% | 34 |
|
|
2018
Q2 | $351K | Hold |
3,377
| – | – | 0.24% | 37 |
|
|
2018
Q1 | $371K | Sell |
3,377
-148
| -4% | -$16.3K | 0.26% | 29 |
|
|
2017
Q4 | $382K | Sell |
3,525
-1,042
| -23% | -$113K | 0.26% | 33 |
|
|
2017
Q3 | $304K | Sell |
4,567
-39
| -0.8% | -$2.6K | 0.3% | 40 |
|
|
2017
Q2 | $420K | Buy |
4,606
+2,917
| +173% | +$266K | 0.3% | 34 |
|
|
2017
Q1 | $148K | Buy |
+1,689
| New | +$148K | 0.12% | 57 |
|