Unified Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.4M | Buy |
45,228
+159
| +0.4% | +$26K | 2.18% | 5 |
|
|
2021
Q2 | $7.01M | Buy |
45,069
+2,711
| +6% | +$422K | 2.08% | 6 |
|
|
2021
Q1 | $6.45M | Buy |
42,358
+1,114
| +3% | +$170K | 2.1% | 4 |
|
|
2020
Q4 | $5.69M | Buy |
41,244
+613
| +2% | +$84.6K | 3.3% | 8 |
|
|
2020
Q3 | $3.91M | Sell |
40,631
-1,211
| -3% | -$117K | 2.77% | 14 |
|
|
2020
Q2 | $3.94M | Sell |
41,842
-3,487
| -8% | -$328K | 2.96% | 11 |
|
|
2020
Q1 | $4.08M | Sell |
45,329
-486
| -1% | -$43.7K | 2.72% | 10 |
|
|
2019
Q4 | $6.39M | Buy |
45,815
+256
| +0.6% | +$35.7K | 3.97% | 3 |
|
|
2019
Q3 | $5.36M | Buy |
45,559
+3,171
| +7% | +$373K | 3.59% | 3 |
|
|
2019
Q2 | $4.74M | Buy |
42,388
+1,979
| +5% | +$221K | 3.3% | 7 |
|
|
2019
Q1 | $4.09M | Buy |
40,409
+7,460
| +23% | +$755K | 3.06% | 10 |
|
|
2018
Q4 | $3.22M | Buy |
+32,949
| New | +$3.22M | 2.93% | 10 |
|