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Unified Investment Management’s JPMorgan Chase JPM Stock Holding History

Unified Investment Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Buy
5,748
+203
+4% +$58.8K 1.79% 12
2025
Q1 		$1.36M Sell
5,545
-1,187
-18% -$291K 1.61% 16
2024
Q4 		$1.61M Buy
+6,732
New +$1.61M 1.83% 13