Union Heritage Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Hold |
30,205
| – | – | 3.05% | 10 |
|
|
2025
Q1 | $7.41M | Hold |
30,205
| – | – | 2.76% | 9 |
|
|
2024
Q4 | $7.24M | Hold |
30,205
| – | – | 2.67% | 10 |
|
|
2024
Q3 | $6.37M | Hold |
30,205
| – | – | 2.35% | 13 |
|
|
2024
Q2 | $6.11M | Hold |
30,205
| – | – | 2.4% | 12 |
|
|
2024
Q1 | $6.05M | Buy |
30,205
+4,605
| +18% | +$922K | 2.4% | 14 |
|
|
2023
Q4 | $4.35M | Hold |
25,600
| – | – | 2.26% | 15 |
|
|
2023
Q3 | $3.71M | Hold |
25,600
| – | – | 2.11% | 17 |
|
|
2023
Q2 | $3.72M | Buy |
25,600
+3,000
| +13% | +$436K | 2.02% | 20 |
|
|
2023
Q1 | $2.95M | Hold |
22,600
| – | – | 1.79% | 27 |
|
|
2022
Q4 | $3.03M | Hold |
22,600
| – | – | 1.85% | 24 |
|
|
2022
Q3 | $2.36M | Hold |
22,600
| – | – | 1.57% | 27 |
|
|
2022
Q2 | $2.55M | Hold |
22,600
| – | – | 1.64% | 26 |
|
|
2022
Q1 | $3.08M | Sell |
22,600
-400
| -2% | -$54.5K | 1.71% | 24 |
|
|
2021
Q4 | $3.64M | Hold |
23,000
| – | – | 1.71% | 22 |
|
|
2021
Q3 | $3.77M | Hold |
23,000
| – | – | 1.77% | 19 |
|
|
2021
Q2 | $3.58M | Buy |
23,000
+4,700
| +26% | +$731K | 1.67% | 21 |
|
|
2021
Q1 | $2.79M | Buy |
+18,300
| New | +$2.79M | 1.39% | 24 |
|