United Advisor Group’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 | $5.2M | Buy |
17,939
+1,168
| +7% | +$339K | 0.9% | 23 |
|
|
2025
Q1 | $4.11M | Sell |
16,771
-1,790
| -10% | -$439K | 0.84% | 29 |
|
|
2024
Q4 | $4.45M | Buy |
18,561
+162
| +0.9% | +$38.8K | 0.88% | 28 |
|
|
2024
Q3 | $3.88M | Buy |
18,399
+3,992
| +28% | +$842K | 0.88% | 22 |
|
|
2024
Q2 | $2.91M | Buy |
14,407
+1,571
| +12% | +$318K | 0.91% | 27 |
|
|
2024
Q1 | $2.57M | Buy |
+12,836
| New | +$2.57M | 0.97% | 26 |
|