UCFA
United Capital Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
364,338
-6,040
| -2% | -$1.75M | 0.85% | 24 |
|
|
2025
Q1 | $90.9M | Sell |
370,378
-7,334
| -2% | -$1.8M | 0.78% | 28 |
|
|
2024
Q4 | $90.5M | Sell |
377,712
-4,408
| -1% | -$1.06M | 0.76% | 29 |
|
|
2024
Q3 | $80.6M | Sell |
382,120
-5,546
| -1% | -$1.17M | 0.66% | 35 |
|
|
2024
Q2 | $78.4M | Sell |
387,666
-60,175
| -13% | -$12.2M | 0.67% | 31 |
|
|
2024
Q1 | $89.7M | Sell |
447,841
-37,484
| -8% | -$7.51M | 0.74% | 28 |
|
|
2023
Q4 | $82.6M | Sell |
485,325
-153,873
| -24% | -$26.2M | 0.69% | 31 |
|
|
2023
Q3 | $92.7M | Sell |
639,198
-35,892
| -5% | -$5.21M | 0.61% | 32 |
|
|
2023
Q2 | $98.2M | Sell |
675,090
-31,933
| -5% | -$4.64M | 0.54% | 32 |
|
|
2023
Q1 | $92.1M | Sell |
707,023
-23,161
| -3% | -$3.02M | 0.51% | 35 |
|
|
2022
Q4 | $97.9M | Sell |
730,184
-6,102
| -0.8% | -$818K | 0.55% | 36 |
|
|
2022
Q3 | $76.9M | Sell |
736,286
-22,505
| -3% | -$2.35M | 0.45% | 40 |
|
|
2022
Q2 | $85.4M | Buy |
758,791
+33,954
| +5% | +$3.82M | 0.47% | 38 |
|
|
2022
Q1 | $98.8M | Buy |
724,837
+1,513
| +0.2% | +$206K | 0.48% | 36 |
|
|
2021
Q4 | $115M | Sell |
723,324
-1,597
| -0.2% | -$253K | 0.53% | 33 |
|
|
2021
Q3 | $119M | Buy |
724,921
+5,754
| +0.8% | +$942K | 0.59% | 29 |
|
|
2021
Q2 | $112M | Buy |
719,167
+2,060
| +0.3% | +$320K | 0.56% | 32 |
|
|
2021
Q1 | $109M | Sell |
717,107
-9,458
| -1% | -$1.44M | 0.6% | 29 |
|
|
2020
Q4 | $92.3M | Sell |
726,565
-30,961
| -4% | -$3.93M | 0.56% | 30 |
|
|
2020
Q3 | $72.9M | Buy |
757,526
+23,329
| +3% | +$2.25M | 0.48% | 40 |
|
|
2020
Q2 | $69.1M | Buy |
734,197
+27,480
| +4% | +$2.58M | 0.5% | 39 |
|
|
2020
Q1 | $63.6M | Sell |
706,717
-28,316
| -4% | -$2.55M | 0.53% | 33 |
|
|
2019
Q4 | $102M | Buy |
735,033
+32,896
| +5% | +$4.59M | 0.66% | 20 |
|
|
2019
Q3 | $82.6M | Sell |
702,137
-92,798
| -12% | -$10.9M | 0.58% | 26 |
|
|
2019
Q2 | $88.9M | Buy |
794,935
+46,014
| +6% | +$5.14M | 0.58% | 27 |
|
|
2019
Q1 | $75.8M | Buy |
748,921
+29,696
| +4% | +$3.01M | 0.53% | 32 |
|
|
2018
Q4 | $70.2M | Buy |
719,225
+15,545
| +2% | +$1.52M | 0.56% | 32 |
|
|
2018
Q3 | $79.4M | Buy |
703,680
+17,597
| +3% | +$1.99M | 0.56% | 28 |
|
|
2018
Q2 | $71.5M | Sell |
686,083
-6,278
| -0.9% | -$654K | 0.53% | 30 |
|
|
2018
Q1 | $76.1M | Buy |
692,361
+4,569
| +0.7% | +$502K | 0.58% | 24 |
|
|
2017
Q4 | $74.1M | Buy |
687,792
+2,697
| +0.4% | +$291K | 0.59% | 25 |
|
|
2017
Q3 | $65.4M | Buy |
685,095
+11,046
| +2% | +$1.05M | 0.55% | 28 |
|
|
2017
Q2 | $61.6M | Buy |
674,049
+5,839
| +0.9% | +$534K | 0.55% | 27 |
|
|
2017
Q1 | $58.7M | Sell |
668,210
-29,562
| -4% | -$2.6M | 0.55% | 30 |
|
|
2016
Q4 | $60.2M | Sell |
697,772
-19,905
| -3% | -$1.72M | 0.58% | 27 |
|
|
2016
Q3 | $47.8M | Buy |
717,677
+24,250
| +3% | +$1.61M | 0.46% | 36 |
|
|
2016
Q2 | $43M | Buy |
693,427
+12,968
| +2% | +$804K | 0.44% | 40 |
|
|
2016
Q1 | $40.3M | Buy |
680,459
+18,675
| +3% | +$1.11M | 0.44% | 39 |
|
|
2015
Q4 | $43.7M | Sell |
661,784
-14,804
| -2% | -$978K | 0.5% | 33 |
|
|
2015
Q3 | $41.3M | Sell |
676,588
-73,678
| -10% | -$4.49M | 0.5% | 33 |
|
|
2015
Q2 | $50.8M | Buy |
750,266
+6,737
| +0.9% | +$456K | 0.59% | 29 |
|
|
2015
Q1 | $47M | Buy |
743,529
+146,063
| +24% | +$9.24M | 0.57% | 31 |
|
|
2014
Q4 | $37.4M | Buy |
597,466
+61,952
| +12% | +$3.88M | 0.56% | 40 |
|
|
2014
Q3 | $32.3M | Buy |
535,514
+11,838
| +2% | +$713K | 0.56% | 36 |
|
|
2014
Q2 | $30.2M | Buy |
523,676
+38,740
| +8% | +$2.23M | 0.56% | 43 |
|
|
2014
Q1 | $29.4M | Buy |
484,936
+81,267
| +20% | +$4.93M | 0.63% | 31 |
|
|
2013
Q4 | $23.6M | Sell |
403,669
-184,152
| -31% | -$10.8M | 0.8% | 24 |
|
|
2013
Q3 | $30.4M | Buy |
587,821
+103,050
| +21% | +$5.33M | 0.97% | 23 |
|
|
2013
Q2 | $25.6M | Buy |
+484,771
| New | +$25.6M | 0.68% | 33 |
|