United Fire Group’s JPMorgan Chase JPM Stock Holding History

United Fire Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.7M	Hold	10,000	–	–	3.09%	16
2023 Q3	$1.45M	Sell	10,000 -13,000	-57%	-$1.89M	2.83%	18
2023 Q2	$3.35M	Sell	23,000 -17,000	-43%	-$2.47M	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%	-$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	$6.8M	Hold	57,736	–	–	2.33%	9
2019 Q2	$6.46M	Hold	57,736	–	–	2.29%	10
2019 Q1	$5.85M	Hold	57,736	–	–	2.17%	12
2018 Q4	$5.64M	Hold	57,736	–	–	2.29%	11
2018 Q3	$6.52M	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	$3.51M	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	+$3.05M	1.58%	19