United Capital Financial Advisors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-19,590
| Closed | -$985K | – | 1354 |
|
|
2017
Q2 | $985K | Sell |
19,590
-89,796
| -82% | -$4.52M | 0.01% | 769 |
|
|
2017
Q1 | $5.07M | Sell |
109,386
-206,576
| -65% | -$9.57M | 0.05% | 362 |
|
|
2016
Q4 | $14M | Sell |
315,962
-281,881
| -47% | -$12.5M | 0.14% | 169 |
|
|
2016
Q3 | $14.7M | Sell |
597,843
-15,752
| -3% | -$388K | 0.14% | 167 |
|
|
2016
Q2 | $12.3M | Sell |
613,595
-4,248
| -0.7% | -$85K | 0.13% | 176 |
|
|
2016
Q1 | $10.9M | Sell |
617,843
-10,372
| -2% | -$184K | 0.12% | 181 |
|
|
2015
Q4 | $14.9M | Sell |
628,215
-2,650
| -0.4% | -$62.8K | 0.17% | 130 |
|
|
2015
Q3 | $12.6M | Buy |
630,865
+3,727
| +0.6% | +$74.2K | 0.15% | 148 |
|
|
2015
Q2 | $15.5M | Buy |
627,138
+3,998
| +0.6% | +$99K | 0.18% | 125 |
|
|
2015
Q1 | $14.7M | Buy |
623,140
+1,140
| +0.2% | +$26.9K | 0.18% | 133 |
|
|
2014
Q4 | $12.9M | Buy |
622,000
+81,000
| +15% | +$1.68M | 0.19% | 132 |
|
|
2014
Q3 | $10.9M | Sell |
541,000
-16,251
| -3% | -$327K | 0.19% | 136 |
|
|
2014
Q2 | $10.8M | Sell |
557,251
-1,000
| -0.2% | -$19.3K | 0.2% | 132 |
|
|
2014
Q1 | $11.3M | Sell |
558,251
-7,825
| -1% | -$158K | 0.24% | 98 |
|
|
2013
Q4 | $11M | Sell |
566,076
-177,200
| -24% | -$3.44M | 0.37% | 75 |
|
|
2013
Q3 | $12.5M | Buy |
743,276
+22,600
| +3% | +$379K | 0.4% | 55 |
|
|
2013
Q2 | $11.2M | Buy |
+720,676
| New | +$11.2M | 0.3% | 90 |
|