UAML
US Asset Management LLC’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.88M | Sell |
9,934
-27
| -0.3% | -$7.83K | 2.5% | 7 |
|
|
2025
Q1 | $2.44M | Buy |
9,961
+1,516
| +18% | +$372K | 2.33% | 7 |
|
|
2024
Q4 | $2.02M | Sell |
8,445
-240
| -3% | -$57.5K | 1.82% | 9 |
|
|
2024
Q3 | $2.09M | Sell |
8,685
-123
| -1% | -$29.7K | 1.85% | 10 |
|
|
2024
Q2 | $1.78M | Sell |
8,808
-360
| -4% | -$72.8K | 1.61% | 10 |
|
|
2024
Q1 | $1.84M | Sell |
9,168
-207
| -2% | -$41.5K | 1.65% | 9 |
|
|
2023
Q4 | $1.6M | Buy |
+9,375
| New | +$1.6M | 1.58% | 10 |
|
|
2023
Q2 | $1.35M | Sell |
9,299
-422
| -4% | -$61.4K | 1.43% | 10 |
|
|
2023
Q1 | $1.27M | Sell |
9,721
-64
| -0.7% | -$8.34K | 1.29% | 13 |
|
|
2022
Q4 | $1.31M | Buy |
+9,785
| New | +$1.31M | 1.42% | 10 |
|
|
2022
Q2 | $1.11M | Buy |
9,810
+44
| +0.5% | +$4.96K | 1.21% | 13 |
|
|
2022
Q1 | $1.33M | Buy |
9,766
+67
| +0.7% | +$9.13K | 1.23% | 13 |
|
|
2021
Q4 | $1.54M | Sell |
9,699
-9
| -0.1% | -$1.43K | 1.47% | 13 |
|
|
2021
Q3 | $1.59M | Buy |
+9,708
| New | +$1.59M | 1.54% | 11 |
|