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 |
|