Unified Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.4M | Buy |
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|
2021
Q2 | $7.01M | Buy |
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|
2021
Q1 | $6.45M | Buy |
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|
2020
Q4 | $5.69M | Buy |
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|
2020
Q3 | $3.91M | Sell |
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|
2020
Q2 | $3.94M | Sell |
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|
2020
Q1 | $4.08M | Sell |
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|
2019
Q4 | $6.39M | Buy |
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|
2019
Q3 | $5.36M | Buy |
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|
2019
Q2 | $4.74M | Buy |
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|
2019
Q1 | $4.09M | Buy |
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|
2018
Q4 | $3.22M | Buy |
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