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United Bank (West Virginia)’s JPMorgan Chase JPM Stock Holding History

United Bank (West Virginia)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$2.25M Hold
23,576
– – 0.89% 27
2017
Q2 		$2.15M Buy
23,576
+1,500
+7% +$129K 0.91% 29
2017
Q1 		$1.94M Sell
22,076
-4
-0% -$353 0.84% 30
2016
Q4 		$1.91M Sell
22,080
-24,488
-53% -$1.87M 0.84% 30
2016
Q3 		$3.1M Sell
46,568
-520
-1% -$33.9K 1.42% 22
2016
Q2 		$2.93M Sell
47,088
-2,480
-5% -$155K 1.34% 22
2016
Q1 		$2.94M Sell
49,568
-1,020
-2% -$59.6K 1.34% 21
2015
Q4 		$3.34M Buy
50,588
+3,106
+7% +$202K 1.6% 18
2015
Q3 		$2.9M Sell
47,482
-737
-2% -$48.3K 1.5% 19
2015
Q2 		$3.27M Hold
48,219
– – 1.45% 20
2015
Q1 		$2.92M Sell
48,219
-300
-0.6% -$17.8K 1.24% 21
2014
Q4 		$3.04M Sell
48,519
-560
-1% -$33.7K 1.13% 20
2014
Q3 		$2.96M Buy
49,079
+237
+0.5% +$13.9K 1.12% 21
2014
Q2 		$2.81M Sell
48,842
-530
-1% -$29.8K 1.05% 21
2014
Q1 		$3M Sell
49,372
-540
-1% -$31.2K 1.18% 20
2013
Q4 		$2.92M Sell
49,912
-133
-0.3% -$7.29K 1.16% 21
2013
Q3 		$2.59M Buy
50,045
+133
+0.3% +$7.13K 1.11% 21
2013
Q2 		$2.63M Buy
+49,912
New +$2.54M 1.19% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

United Bank (West Virginia)'s JPM Position: Q3 2017 in Review

United Bank (West Virginia) held its JPMorgan Chase (JPM) position steady in Q3 2017 at 23,576 shares worth $2.25M. The position accounts for 0.89% of the portfolio, ranked #27.

United Bank (West Virginia) first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.34M in Q4 2015. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • United Bank (West Virginia) held 23,576 shares of JPMorgan Chase worth $2.25M as of Q3 2017.
  • United Bank (West Virginia) left its JPMorgan Chase share count unchanged in Q3 2017.
  • JPMorgan Chase made up 0.89% of United Bank (West Virginia)'s portfolio in Q3 2017, its #27 holding.
  • United Bank (West Virginia) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • United Bank (West Virginia)'s JPMorgan Chase position peaked at $3.34M in Q4 2015.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.