UAS
United Asset Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
76,086
+6,238
| +9% | +$1.81M | 1.88% | 11 |
|
|
2025
Q1 | $17.1M | Sell |
69,848
-11,003
| -14% | -$2.7M | 1.59% | 12 |
|
|
2024
Q4 | $19.4M | Sell |
80,851
-558
| -0.7% | -$134K | 1.78% | 14 |
|
|
2024
Q3 | $17.2M | Buy |
81,409
+1,312
| +2% | +$277K | 1.6% | 14 |
|
|
2024
Q2 | $16.2M | Sell |
80,097
-14,399
| -15% | -$2.91M | 1.6% | 11 |
|
|
2024
Q1 | $18.9M | Sell |
94,496
-2,102
| -2% | -$421K | 1.89% | 9 |
|
|
2023
Q4 | $16.4M | Sell |
96,598
-2,496
| -3% | -$425K | 1.85% | 10 |
|
|
2023
Q3 | $14.4M | Sell |
99,094
-3,152
| -3% | -$457K | 1.86% | 12 |
|
|
2023
Q2 | $14.9M | Sell |
102,246
-9,421
| -8% | -$1.37M | 1.85% | 11 |
|
|
2023
Q1 | $14.6M | Sell |
111,667
-2,458
| -2% | -$320K | 1.92% | 10 |
|
|
2022
Q4 | $15.3M | Buy |
114,125
+2,019
| +2% | +$271K | 2.13% | 5 |
|
|
2022
Q3 | $11.7M | Sell |
112,106
-2,553
| -2% | -$267K | 1.8% | 12 |
|
|
2022
Q2 | $12.9M | Sell |
114,659
-17,779
| -13% | -$2M | 1.88% | 12 |
|
|
2022
Q1 | $18.1M | Buy |
132,438
+7,208
| +6% | +$983K | 2.3% | 8 |
|
|
2021
Q4 | $19.8M | Buy |
125,230
+1,449
| +1% | +$229K | 2.36% | 8 |
|
|
2021
Q3 | $20.3M | Buy |
123,781
+33,020
| +36% | +$5.41M | 2.61% | 5 |
|
|
2021
Q2 | $14.1M | Sell |
90,761
-1,810
| -2% | -$282K | 1.88% | 16 |
|
|
2021
Q1 | $14.1M | Sell |
92,571
-58
| -0.1% | -$8.83K | 2.04% | 9 |
|
|
2020
Q4 | $11.8M | Buy |
92,629
+3,759
| +4% | +$478K | 1.85% | 15 |
|
|
2020
Q3 | $8.56M | Buy |
88,870
+22,927
| +35% | +$2.21M | 1.57% | 22 |
|
|
2020
Q2 | $6.2M | Buy |
65,943
+2,408
| +4% | +$227K | 1.22% | 31 |
|
|
2020
Q1 | $5.72M | Buy |
63,535
+22,841
| +56% | +$2.06M | 1.42% | 22 |
|
|
2019
Q4 | $5.67M | Buy |
40,694
+1,033
| +3% | +$144K | 1.1% | 34 |
|
|
2019
Q3 | $4.67M | Buy |
39,661
+1,821
| +5% | +$214K | 1.02% | 34 |
|
|
2019
Q2 | $4.23M | Buy |
37,840
+216
| +0.6% | +$24.2K | 0.97% | 38 |
|
|
2019
Q1 | $3.81M | Buy |
37,624
+3,522
| +10% | +$357K | 0.9% | 38 |
|
|
2018
Q4 | $3.33M | Buy |
34,102
+3,106
| +10% | +$303K | 0.91% | 35 |
|
|
2018
Q3 | $3.5M | Buy |
30,996
+2,326
| +8% | +$262K | 0.82% | 45 |
|
|
2018
Q2 | $2.99M | Buy |
28,670
+20,705
| +260% | +$2.16M | 0.79% | 45 |
|
|
2018
Q1 | $876K | Buy |
7,965
+160
| +2% | +$17.6K | 0.26% | 91 |
|
|
2017
Q4 | $835K | Buy |
+7,805
| New | +$835K | 0.22% | 96 |
|
|
2017
Q3 | – | Sell |
-6,207
| Closed | -$567K | – | 143 |
|
|
2017
Q2 | $567K | Buy |
6,207
+61
| +1% | +$5.57K | 0.17% | 101 |
|
|
2017
Q1 | $540K | Buy |
6,146
+75
| +1% | +$6.59K | 0.16% | 97 |
|
|
2016
Q4 | $524K | Sell |
6,071
-125
| -2% | -$10.8K | 0.17% | 99 |
|
|
2016
Q3 | $392K | Buy |
6,196
+1,345
| +28% | +$85.1K | 0.14% | 102 |
|
|
2016
Q2 | $301K | Buy |
4,851
+324
| +7% | +$20.1K | 0.11% | 108 |
|
|
2016
Q1 | $268K | Sell |
4,527
-1,094
| -19% | -$64.8K | 0.12% | 108 |
|
|
2015
Q4 | $371K | Buy |
5,621
+971
| +21% | +$64.1K | 0.16% | 97 |
|
|
2015
Q3 | $283K | Buy |
4,650
+984
| +27% | +$59.9K | 0.13% | 105 |
|
|
2015
Q2 | $248K | Sell |
3,666
-394
| -10% | -$26.7K | 0.11% | 110 |
|
|
2015
Q1 | $257K | Sell |
4,060
-486
| -11% | -$30.8K | 0.12% | 103 |
|
|
2014
Q4 | $284K | Sell |
4,546
-94
| -2% | -$5.87K | 0.12% | 103 |
|
|
2014
Q3 | $279K | Sell |
4,640
-593
| -11% | -$35.7K | 0.13% | 106 |
|
|
2014
Q2 | $302K | Sell |
5,233
-154
| -3% | -$8.89K | 0.15% | 100 |
|
|
2014
Q1 | $327K | Buy |
5,387
+490
| +10% | +$29.7K | 0.19% | 83 |
|
|
2013
Q4 | $286K | Buy |
4,897
+449
| +10% | +$26.2K | 0.2% | 78 |
|
|
2013
Q3 | $230K | Sell |
4,448
-679
| -13% | -$35.1K | 0.15% | 82 |
|
|
2013
Q2 | $271K | Buy |
+5,127
| New | +$271K | 0.18% | 83 |
|