Union Savings Bank’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 | $3.31M | Sell |
11,160
-1,693
| -13% | -$502K | 1.52% | 12 |
|
|
2025
Q1 | $3.15M | Buy |
12,853
+138
| +1% | +$33.9K | 1.54% | 11 |
|
|
2024
Q4 | $3.05M | Sell |
12,715
-255
| -2% | -$61.1K | 1.5% | 11 |
|
|
2024
Q3 | $2.73M | Buy |
12,970
+76
| +0.6% | +$16K | 1.34% | 11 |
|
|
2024
Q2 | $2.61M | Sell |
12,894
-442
| -3% | -$89.4K | 1.37% | 12 |
|
|
2024
Q1 | $2.67M | Sell |
13,336
-93
| -0.7% | -$18.6K | 1.4% | 11 |
|
|
2023
Q4 | $2.28M | Sell |
13,429
-149
| -1% | -$25.3K | 1.3% | 11 |
|
|
2023
Q3 | $1.97M | Buy |
13,578
+627
| +5% | +$90.9K | 1.23% | 14 |
|
|
2023
Q2 | $2.05M | Buy |
+12,951
| New | +$2.05M | 1.22% | 14 |
|