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Unified Trust Company’s JPMorgan Chase JPM Stock Holding History

Unified Trust Company’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
2021
Q3 		$7.4M Buy
45,228
+159
+0.4% +$24.9K 2.18% 5
2021
Q2 		$7.01M Buy
45,069
+2,711
+6% +$426K 2.08% 6
2021
Q1 		$6.45M Buy
42,358
+1,114
+3% +$160K 2.1% 4
2020
Q4 		$5.69M Buy
41,244
+613
+2% +$68.5K 3.3% 8
2020
Q3 		$3.91M Sell
40,631
-1,211
-3% -$119K 2.77% 14
2020
Q2 		$3.94M Sell
41,842
-3,487
-8% -$331K 2.96% 11
2020
Q1 		$4.08M Sell
45,329
-486
-1% -$59K 2.72% 10
2019
Q4 		$6.39M Buy
45,815
+256
+0.6% +$32.8K 3.97% 3
2019
Q3 		$5.36M Buy
45,559
+3,171
+7% +$359K 3.59% 3
2019
Q2 		$4.74M Buy
42,388
+1,979
+5% +$218K 3.3% 7
2019
Q1 		$4.09M Buy
40,409
+7,460
+23% +$769K 3.06% 10
2018
Q4 		$3.22M Buy
+32,949
New +$3.51M 2.93% 10

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Unified Trust Company's JPM Position: Q3 2021 in Review

Unified Trust Company increased its JPMorgan Chase (JPM) stake by 0.35% in Q3 2021, buying an estimated $24.9K and bringing the position to 45,228 shares worth $7.4M. The position accounts for 2.18% of the portfolio, ranked #5.

Unified Trust Company first reported a position in JPM in Q4 2018 and has held it in 12 quarters since. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Unified Trust Company held 45,228 shares of JPMorgan Chase worth $7.4M as of Q3 2021.
  • Unified Trust Company bought 159 JPMorgan Chase shares in Q3 2021, an estimated $24.9K.
  • JPMorgan Chase made up 2.18% of Unified Trust Company's portfolio in Q3 2021, its #5 holding.
  • Unified Trust Company first reported a position in JPMorgan Chase in Q4 2018 and has held it in 12 quarters since.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.