United Fire Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.7M | Hold |
10,000
| – | – | 3.09% | 16 |
|
|
2023
Q3 | $1.45M | Sell |
10,000
-13,000
| -57% | -$1.95M | 2.83% | 18 |
|
|
2023
Q2 | $3.35M | Sell |
23,000
-17,000
| -43% | -$2.34M | 2.58% | 17 |
|
|
2023
Q1 | $5.21M | Hold |
40,000
| – | – | 3.27% | 10 |
|
|
2022
Q4 | $5.36M | Hold |
40,000
| – | – | 3.17% | 9 |
|
|
2022
Q3 | $4.18M | Hold |
40,000
| – | – | 2.8% | 14 |
|
|
2022
Q2 | $4.5M | Sell |
40,000
-17,736
| -31% | -$2.2M | 2.76% | 15 |
|
|
2022
Q1 | $7.87M | Hold |
57,736
| – | – | 4.05% | 1 |
|
|
2021
Q4 | $9.14M | Hold |
57,736
| – | – | 4.3% | 3 |
|
|
2021
Q3 | $9.45M | Hold |
57,736
| – | – | 4.72% | 1 |
|
|
2021
Q2 | $8.98M | Hold |
57,736
| – | – | 4.58% | 3 |
|
|
2021
Q1 | $8.79M | Hold |
57,736
| – | – | 4.56% | 4 |
|
|
2020
Q4 | $7.34M | Hold |
57,736
| – | – | 3.56% | 7 |
|
|
2020
Q3 | $5.56M | Hold |
57,736
| – | – | 2.8% | 10 |
|
|
2020
Q2 | $5.43M | Hold |
57,736
| – | – | 2.62% | 9 |
|
|
2020
Q1 | $5.2M | Hold |
57,736
| – | – | 2.52% | 10 |
|
|
2019
Q4 | $8.05M | Hold |
57,736
| – | – | 2.71% | 8 |
|
|
2019
Q3 | $6.79M | Hold |
57,736
| – | – | 2.33% | 9 |
|
|
2019
Q2 | $6.46M | Hold |
57,736
| – | – | 2.29% | 10 |
|
|
2019
Q1 | $5.84M | Hold |
57,736
| – | – | 2.17% | 12 |
|
|
2018
Q4 | $5.64M | Hold |
57,736
| – | – | 2.29% | 11 |
|
|
2018
Q3 | $6.51M | Hold |
57,736
| – | – | 2.38% | 9 |
|
|
2018
Q2 | $6.02M | Hold |
57,736
| – | – | 2.33% | 9 |
|
|
2018
Q1 | $6.35M | Hold |
57,736
| – | – | 2.27% | 10 |
|
|
2017
Q4 | $6.17M | Hold |
57,736
| – | – | 2.02% | 12 |
|
|
2017
Q3 | $5.51M | Hold |
57,736
| – | – | 1.86% | 14 |
|
|
2017
Q2 | $5.28M | Hold |
57,736
| – | – | 1.87% | 15 |
|
|
2017
Q1 | $5.07M | Hold |
57,736
| – | – | 1.83% | 15 |
|
|
2016
Q4 | $4.98M | Hold |
57,736
| – | – | 1.84% | 14 |
|
|
2016
Q3 | $3.85M | Hold |
57,736
| – | – | 1.53% | 19 |
|
|
2016
Q2 | $3.59M | Hold |
57,736
| – | – | 1.44% | 20 |
|
|
2016
Q1 | $3.42M | Hold |
57,736
| – | – | 1.44% | 19 |
|
|
2015
Q4 | $3.81M | Hold |
57,736
| – | – | 1.62% | 17 |
|
|
2015
Q3 | $3.52M | Hold |
57,736
| – | – | 1.59% | 17 |
|
|
2015
Q2 | $3.91M | Hold |
57,736
| – | – | 1.63% | 15 |
|
|
2015
Q1 | $3.5M | Hold |
57,736
| – | – | 1.47% | 17 |
|
|
2014
Q4 | $3.61M | Hold |
57,736
| – | – | 1.5% | 18 |
|
|
2014
Q3 | $3.48M | Hold |
57,736
| – | – | 1.52% | 20 |
|
|
2014
Q2 | $3.33M | Hold |
57,736
| – | – | 1.44% | 21 |
|
|
2014
Q1 | $3.5M | Hold |
57,736
| – | – | 1.55% | 19 |
|
|
2013
Q4 | $3.38M | Hold |
57,736
| – | – | 1.51% | 19 |
|
|
2013
Q3 | $2.98M | Hold |
57,736
| – | – | 1.49% | 20 |
|
|
2013
Q2 | $3.05M | Buy |
+57,736
| New | +$2.94M | 1.58% | 19 |
|
Other funds holding JPM
United Fire Group's JPM Position: Q4 2023 in Review
United Fire Group held its JPMorgan Chase (JPM) position steady in Q4 2023 at 10,000 shares worth $1.7M. The position accounts for 3.09% of the portfolio, ranked #16.
United Fire Group first reported a position in JPM in Q2 2013 and has held it in 43 quarters since. The position peaked at $9.45M in Q3 2021. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- United Fire Group held 10,000 shares of JPMorgan Chase worth $1.7M as of Q4 2023.
- United Fire Group left its JPMorgan Chase share count unchanged in Q4 2023.
- JPMorgan Chase made up 3.09% of United Fire Group's portfolio in Q4 2023, its #16 holding.
- United Fire Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 43 quarters since.
- United Fire Group's JPMorgan Chase position peaked at $9.45M in Q3 2021.
- 3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.