United Capital Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
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|
2025
Q1 | $90.9M | Sell |
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|
2024
Q4 | $90.5M | Sell |
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|
2024
Q3 | $80.6M | Sell |
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|
2024
Q2 | $78.4M | Sell |
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|
2024
Q1 | $89.7M | Sell |
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|
2023
Q4 | $82.6M | Sell |
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|
2023
Q3 | $92.7M | Sell |
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|
2023
Q2 | $98.2M | Sell |
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|
2023
Q1 | $92.1M | Sell |
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|
2022
Q4 | $97.9M | Sell |
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|
2022
Q3 | $76.9M | Sell |
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|
2022
Q2 | $85.4M | Buy |
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|
2022
Q1 | $98.8M | Buy |
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|
2021
Q4 | $115M | Sell |
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|
2021
Q3 | $119M | Buy |
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|
2021
Q2 | $112M | Buy |
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|
2021
Q1 | $109M | Sell |
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|
2020
Q4 | $92.3M | Sell |
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|
2020
Q3 | $72.9M | Buy |
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|
2020
Q2 | $69.1M | Buy |
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|
2020
Q1 | $63.6M | Sell |
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|
2019
Q4 | $102M | Buy |
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|
2019
Q3 | $82.6M | Sell |
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|
2019
Q2 | $88.9M | Buy |
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|
2019
Q1 | $75.8M | Buy |
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|
2018
Q4 | $70.2M | Buy |
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|
2018
Q3 | $79.4M | Buy |
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|
2018
Q2 | $71.5M | Sell |
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|
2018
Q1 | $76.1M | Buy |
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|
2017
Q4 | $74.1M | Buy |
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|
2017
Q3 | $65.4M | Buy |
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|
2017
Q2 | $61.6M | Buy |
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|
2017
Q1 | $58.7M | Sell |
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|
2016
Q4 | $60.2M | Sell |
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|
2016
Q3 | $47.8M | Buy |
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|
2016
Q2 | $43M | Buy |
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|
2016
Q1 | $40.3M | Buy |
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|
2015
Q4 | $43.7M | Sell |
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|
2015
Q3 | $41.3M | Sell |
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|
2015
Q2 | $50.8M | Buy |
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|
2015
Q1 | $47M | Buy |
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|
2014
Q4 | $37.4M | Buy |
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|
2014
Q3 | $32.3M | Buy |
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|
2014
Q2 | $30.2M | Buy |
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|
2014
Q1 | $29.4M | Buy |
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|
2013
Q4 | $23.6M | Sell |
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|
2013
Q3 | $30.4M | Buy |
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|
2013
Q2 | $25.6M | Buy |
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