United Bank (Virginia)’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 | $28.9M | Sell |
99,580
-867
| -0.9% | -$251K | 3.46% | 6 |
|
|
2025
Q1 | $24.6M | Sell |
100,447
-670
| -0.7% | -$164K | 3.13% | 8 |
|
|
2024
Q4 | $24.2M | Sell |
101,117
-500
| -0.5% | -$120K | 2.89% | 8 |
|
|
2024
Q3 | $21.4M | Sell |
101,617
-1,250
| -1% | -$264K | 2.49% | 9 |
|
|
2024
Q2 | $20.8M | Sell |
102,867
-29
| -0% | -$5.87K | 2.58% | 9 |
|
|
2024
Q1 | $20.6M | Sell |
102,896
-701
| -0.7% | -$140K | 2.46% | 8 |
|
|
2023
Q4 | $17.6M | Buy |
103,597
+251
| +0.2% | +$42.7K | 2.21% | 12 |
|
|
2023
Q3 | $15M | Buy |
103,346
+2,443
| +2% | +$354K | 1.97% | 19 |
|
|
2023
Q2 | $14.7M | Sell |
100,903
-361
| -0.4% | -$52.5K | 1.8% | 20 |
|
|
2023
Q1 | $13.2M | Sell |
101,264
-197
| -0.2% | -$25.7K | 1.69% | 26 |
|
|
2022
Q4 | $13.6M | Buy |
101,461
+113
| +0.1% | +$15.2K | 1.91% | 22 |
|
|
2022
Q3 | $10.6M | Buy |
101,348
+105
| +0.1% | +$11K | 1.63% | 24 |
|
|
2022
Q2 | $11.4M | Sell |
101,243
-2,447
| -2% | -$276K | 1.71% | 25 |
|
|
2022
Q1 | $14.1M | Sell |
103,690
-536
| -0.5% | -$73.1K | 1.86% | 20 |
|
|
2021
Q4 | $16.5M | Sell |
104,226
-400
| -0.4% | -$63.3K | 2.03% | 17 |
|
|
2021
Q3 | $17.1M | Buy |
104,626
+93
| +0.1% | +$15.2K | 2.29% | 12 |
|
|
2021
Q2 | $16.3M | Sell |
104,533
-14,432
| -12% | -$2.24M | 2.19% | 17 |
|
|
2021
Q1 | $18.1M | Sell |
118,965
-1,574
| -1% | -$240K | 2.49% | 8 |
|
|
2020
Q4 | $15.3M | Buy |
120,539
+612
| +0.5% | +$77.8K | 2.29% | 11 |
|
|
2020
Q3 | $11.5M | Sell |
119,927
-42
| -0% | -$4.04K | 2.02% | 21 |
|
|
2020
Q2 | $11.3M | Sell |
119,969
-4,899
| -4% | -$461K | 2.04% | 19 |
|
|
2020
Q1 | $11.2M | Sell |
124,868
-19,048
| -13% | -$1.71M | 2.44% | 15 |
|
|
2019
Q4 | $20.1M | Buy |
143,916
+1,812
| +1% | +$253K | 3.48% | 7 |
|
|
2019
Q3 | $16.7M | Sell |
142,104
-10,222
| -7% | -$1.2M | 3.06% | 7 |
|
|
2019
Q2 | $17M | Sell |
152,326
-12,532
| -8% | -$1.4M | 2.85% | 7 |
|
|
2019
Q1 | $16.7M | Buy |
164,858
+136,752
| +487% | +$13.8M | 3.01% | 6 |
|
|
2018
Q4 | $2.74M | Sell |
28,106
-501
| -2% | -$48.9K | 0.57% | 36 |
|
|
2018
Q3 | $3.23M | Buy |
28,607
+925
| +3% | +$104K | 0.68% | 33 |
|
|
2018
Q2 | $2.88M | Sell |
27,682
-73
| -0.3% | -$7.61K | 0.67% | 33 |
|
|
2018
Q1 | $3.05M | Sell |
27,755
-1,385
| -5% | -$152K | 0.71% | 34 |
|
|
2017
Q4 | $3.12M | Buy |
+29,140
| New | +$3.12M | 0.77% | 33 |
|
|
2017
Q2 | – | Sell |
-2,422
| Closed | -$213K | – | 51 |
|
|
2017
Q1 | $213K | Buy |
+2,422
| New | +$213K | 0.22% | 46 |
|
|
2016
Q3 | – | Sell |
-3,373
| Closed | -$209K | – | 54 |
|
|
2016
Q2 | $209K | Buy |
+3,373
| New | +$209K | 0.21% | 56 |
|
|
2016
Q1 | – | Sell |
-3,373
| Closed | -$223K | – | 55 |
|
|
2015
Q4 | $223K | Buy |
+3,373
| New | +$223K | 0.27% | 48 |
|
|
2015
Q3 | – | Sell |
-3,273
| Closed | -$222K | – | 47 |
|
|
2015
Q2 | $222K | Buy |
+3,273
| New | +$222K | 0.32% | 35 |
|