United Capital Management of KS’s JPMorgan Chase JPM Stock Holding History

United Capital Management of KS’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
2022 Q1	–	Sell	-6,914	Closed	-$1.09M	–	96
2021 Q4	$1.09M	Buy	+6,914	New	+$1.14M	0.41%	62
2020 Q3	–	Sell	-27,276	Closed	-$2.57M	–	89
2020 Q2	$2.57M	Sell	27,276 -2,744	-9%	-$260K	1.5%	24
2020 Q1	$2.7M	Buy	30,020 +3,354	+13%	+$407K	2.28%	12
2019 Q4	$3.72M	Buy	26,666 +1,927	+8%	+$247K	2.35%	12
2019 Q3	$2.83M	Buy	24,739 +1,248	+5%	+$141K	2.07%	12
2019 Q2	$2.67M	Buy	23,491 +871	+4%	+$96K	2.02%	13
2019 Q1	$2.57M	Buy	22,620 +2,836	+14%	+$292K	2.01%	13
2018 Q4	$1.93M	Buy	19,784 +2,353	+13%	+$251K	1.79%	14
2018 Q3	$2.05M	Buy	+17,431	New	+$1.98M	1.65%	16

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Management of KS's JPM Position: Q1 2022 in Review

United Capital Management of KS sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 6,914 shares — an estimated $1.09M sold.

United Capital Management of KS first reported a position in JPM in Q3 2018 and held it in 9 quarters. The position peaked at $3.72M in Q4 2019. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

United Capital Management of KS reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
United Capital Management of KS sold 6,914 JPMorgan Chase shares in Q1 2022, an estimated $1.09M.
United Capital Management of KS first reported a position in JPMorgan Chase in Q3 2018 and held it in 9 quarters.
United Capital Management of KS's JPMorgan Chase position peaked at $3.72M in Q4 2019.
3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on United Capital Management of KS's 13F filing for Q1 2022, filed 26 Apr 2022.