United Capital Management of KS’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,914
| Closed | -$1.1M | – | 96 |
|
|
2021
Q4 | $1.1M | Buy |
+6,914
| New | +$1.1M | 0.41% | 62 |
|
|
2020
Q3 | – | Sell |
-27,276
| Closed | -$2.57M | – | 89 |
|
|
2020
Q2 | $2.57M | Sell |
27,276
-2,744
| -9% | -$258K | 1.5% | 24 |
|
|
2020
Q1 | $2.7M | Buy |
30,020
+3,354
| +13% | +$302K | 2.28% | 12 |
|
|
2019
Q4 | $3.72M | Buy |
26,666
+1,927
| +8% | +$269K | 2.35% | 12 |
|
|
2019
Q3 | $2.83M | Buy |
24,739
+1,248
| +5% | +$143K | 2.07% | 12 |
|
|
2019
Q2 | $2.67M | Buy |
23,491
+871
| +4% | +$99K | 2.02% | 13 |
|
|
2019
Q1 | $2.57M | Buy |
22,620
+2,836
| +14% | +$322K | 2.01% | 13 |
|
|
2018
Q4 | $1.93M | Buy |
19,784
+2,353
| +13% | +$230K | 1.79% | 14 |
|
|
2018
Q3 | $2.05M | Buy |
+17,431
| New | +$2.05M | 1.65% | 16 |
|