UBG
United Bank (Georgia)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.12M | Buy |
28,014
+1,392
| +5% | +$404K | 3.11% | 9 |
|
|
2025
Q1 | $6.53M | Sell |
26,622
-783
| -3% | -$192K | 2.7% | 9 |
|
|
2024
Q4 | $6.57M | Buy |
27,405
+2,051
| +8% | +$492K | 2.77% | 9 |
|
|
2024
Q3 | $5.35M | Buy |
25,354
+614
| +2% | +$129K | 2.47% | 10 |
|
|
2024
Q2 | $5M | Buy |
24,740
+188
| +0.8% | +$38K | 2.5% | 10 |
|
|
2024
Q1 | $4.92M | Sell |
24,552
-683
| -3% | -$137K | 2.5% | 10 |
|
|
2023
Q4 | $4.29M | Sell |
25,235
-205
| -0.8% | -$34.9K | 2.37% | 9 |
|
|
2023
Q3 | $3.69M | Sell |
25,440
-581
| -2% | -$84.3K | 2.21% | 11 |
|
|
2023
Q2 | $3.78M | Sell |
26,021
-2,258
| -8% | -$328K | 2.15% | 12 |
|
|
2023
Q1 | $3.69M | Buy |
28,279
+240
| +0.9% | +$31.3K | 2.16% | 11 |
|
|
2022
Q4 | $3.76M | Buy |
28,039
+6
| +0% | +$805 | 2.31% | 11 |
|
|
2022
Q3 | $2.93M | Sell |
28,033
-1,517
| -5% | -$159K | 1.95% | 17 |
|
|
2022
Q2 | $3.33M | Buy |
29,550
+2,691
| +10% | +$303K | 2.07% | 15 |
|
|
2022
Q1 | $3.66M | Sell |
26,859
-885
| -3% | -$121K | 1.94% | 16 |
|
|
2021
Q4 | $4.39M | Buy |
27,744
+666
| +2% | +$105K | 2.36% | 10 |
|
|
2021
Q3 | $4.43M | Buy |
27,078
+573
| +2% | +$93.8K | 2.81% | 7 |
|
|
2021
Q2 | $4.12M | Buy |
26,505
+223
| +0.8% | +$34.7K | 2.78% | 9 |
|
|
2021
Q1 | $4M | Sell |
26,282
-256
| -1% | -$39K | 2.81% | 9 |
|
|
2020
Q4 | $3.37M | Buy |
26,538
+1,367
| +5% | +$174K | 2.41% | 11 |
|
|
2020
Q3 | $2.42M | Buy |
25,171
+1,364
| +6% | +$131K | 2.02% | 15 |
|
|
2020
Q2 | $2.24M | Buy |
23,807
+1,782
| +8% | +$168K | 2.11% | 15 |
|
|
2020
Q1 | $1.98M | Sell |
22,025
-7,113
| -24% | -$640K | 2.05% | 14 |
|
|
2019
Q4 | $4.06M | Sell |
29,138
-694
| -2% | -$96.7K | 2.75% | 6 |
|
|
2019
Q3 | $3.51M | Sell |
29,832
-566
| -2% | -$66.6K | 2.6% | 5 |
|
|
2019
Q2 | $3.4M | Buy |
30,398
+287
| +1% | +$32.1K | 2.66% | 5 |
|
|
2019
Q1 | $3.05M | Buy |
30,111
+1,138
| +4% | +$115K | 2.43% | 6 |
|
|
2018
Q4 | $2.83M | Sell |
28,973
-165
| -0.6% | -$16.1K | 2.61% | 6 |
|
|
2018
Q3 | $3.29M | Sell |
29,138
-851
| -3% | -$96K | 2.6% | 6 |
|
|
2018
Q2 | $3.13M | Sell |
29,989
-436
| -1% | -$45.4K | 2.69% | 6 |
|
|
2018
Q1 | $3.35M | Sell |
30,425
-1,050
| -3% | -$115K | 3.04% | 5 |
|
|
2017
Q4 | $3.37M | Sell |
31,475
-3,250
| -9% | -$348K | 2.88% | 4 |
|
|
2017
Q3 | $3.32M | Sell |
34,725
-1,490
| -4% | -$142K | 3.11% | 3 |
|
|
2017
Q2 | $3.31M | Sell |
36,215
-937
| -3% | -$85.6K | 3.07% | 4 |
|
|
2017
Q1 | $3.26M | Sell |
37,152
-562
| -1% | -$49.4K | 3.1% | 3 |
|
|
2016
Q4 | $3.25M | Buy |
+37,714
| New | +$3.25M | 3.32% | 2 |
|