Union Heritage Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.53M | Hold |
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|
2025
Q2 | $8.76M | Hold |
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|
2025
Q1 | $7.41M | Hold |
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|
2024
Q4 | $7.24M | Hold |
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|
2024
Q3 | $6.37M | Hold |
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|
2024
Q2 | $6.11M | Hold |
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|
2024
Q1 | $6.05M | Buy |
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|
2023
Q4 | $4.35M | Hold |
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|
2023
Q3 | $3.71M | Hold |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $2.94M | Hold |
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|
2022
Q4 | $3.03M | Hold |
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|
2022
Q3 | $2.36M | Hold |
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|
2022
Q2 | $2.54M | Hold |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $3.64M | Hold |
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|
2021
Q3 | $3.77M | Hold |
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|
2021
Q2 | $3.58M | Buy |
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|
2021
Q1 | $2.79M | Buy |
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