Ullmann Wealth Partners Group’s JPMorgan Chase JPM Stock Holding History

Ullmann Wealth Partners Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.6M	Sell	15,654 -2	-0%	-$607	0.48%	31
2025 Q4	$4.87M	Hold	15,656	–	–	0.51%	32
2025 Q3	$4.94M	Buy	15,656 +152	+1%	+$45.2K	0.54%	31
2025 Q2	$4.49M	Buy	15,504 +188	+1%	+$48K	0.53%	31
2025 Q1	$3.76M	Buy	15,316 +124	+0.8%	+$31.6K	0.5%	30
2024 Q4	$3.64M	Buy	15,192 +227	+2%	+$52.9K	0.47%	29
2024 Q3	$3.16M	Buy	14,965 +4,606	+44%	+$970K	0.41%	30
2024 Q2	$2.1M	Buy	10,359 +685	+7%	+$134K	0.3%	38
2024 Q1	$1.94M	Buy	9,674 +309	+3%	+$55.8K	0.29%	39
2023 Q4	$1.59M	Buy	9,365 +3,997	+74%	+$606K	0.26%	36
2023 Q3	$778K	Buy	5,368 +688	+15%	+$103K	0.15%	45
2023 Q2	$681K	Sell	4,680 -11	-0.2%	-$1.51K	0.14%	49
2023 Q1	$611K	Buy	4,691 +190	+4%	+$26K	0.14%	47
2022 Q4	$604K	Buy	4,501 +267	+6%	+$33.8K	0.15%	44
2022 Q3	$442K	Buy	4,234 +153	+4%	+$17.6K	0.12%	48
2022 Q2	$460K	Buy	4,081 +37	+0.9%	+$4.58K	0.12%	53
2022 Q1	$551K	Buy	4,044 +45	+1%	+$6.64K	0.14%	45
2021 Q4	$633K	Hold	3,999	–	–	0.17%	43
2021 Q3	$655K	Buy	3,999 +25	+0.6%	+$3.92K	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%	+$9.82K	0.22%	42
2020 Q2	$364K	Buy	+3,874	New	+$368K	0.22%	42
2019 Q4	–	Sell	-3,953	Closed	-$465K	–	66
2019 Q3	$465K	Sell	3,953 -292	-7%	-$33K	0.29%	37
2019 Q2	$474K	Sell	4,245 -113	-3%	-$12.5K	0.3%	33
2019 Q1	$441K	Buy	4,358 +490	+13%	+$50.5K	0.28%	35
2018 Q4	$378K	Buy	3,868 +558	+17%	+$59.5K	0.28%	33
2018 Q3	$373K	Sell	3,310 -67	-2%	-$7.61K	0.25%	34
2018 Q2	$351K	Hold	3,377	–	–	0.24%	37
2018 Q1	$371K	Sell	3,377 -148	-4%	-$16.8K	0.26%	29
2017 Q4	$382K	Sell	3,525 -1,042	-23%	-$106K	0.26%	33
2017 Q3	$304K	Sell	4,567 -39	-0.8%	-$3.6K	0.3%	40
2017 Q2	$420K	Buy	4,606 +2,917	+173%	+$252K	0.3%	34
2017 Q1	$148K	Buy	+1,689	New	+$149K	0.12%	57