United Community Bank’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Sell
8,800
-767
-8% -$222K 0.87% 23
2025
Q1
$2.35M Buy
9,567
+415
+5% +$102K 0.87% 23
2024
Q4
$2.19M Sell
9,152
-354
-4% -$84.9K 0.85% 27
2024
Q3
$2M Sell
9,506
-1,586
-14% -$334K 0.78% 29
2024
Q2
$2.24M Sell
11,092
-1,518
-12% -$307K 0.91% 18
2024
Q1
$2.53M Sell
12,610
-551
-4% -$110K 0.98% 21
2023
Q4
$2.24M Sell
13,161
-337
-2% -$57.3K 0.95% 20
2023
Q3
$1.96M Buy
13,498
+10,165
+305% +$1.47M 0.96% 23
2023
Q2
$485K Buy
3,333
+725
+28% +$105K 0.43% 46
2023
Q1
$340K Hold
2,608
0.32% 53
2022
Q4
$350K Buy
2,608
+15
+0.6% +$2.01K 0.34% 52
2022
Q3
$271K Buy
2,593
+145
+6% +$15.2K 0.28% 64
2022
Q2
$276K Buy
2,448
+245
+11% +$27.6K 0.3% 62
2022
Q1
$300K Sell
2,203
-195
-8% -$26.6K 0.3% 59
2021
Q4
$380K Buy
+2,398
New +$380K 0.38% 60