A detailed history of United Advisor Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, United Advisor Group, LLC holds 18,399 shares of JPM stock, worth $4.57 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
18,399
Previous 14,407 27.71%
Holding current value
$4.57 Million
Previous $2.91 Million 33.13%
% of portfolio
0.92%
Previous 0.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$194.9 - $224.8 $778,040 - $897,401
3,992 Added 27.71%
18,399 $3.88 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $282,905 - $321,725
1,571 Added 12.24%
14,407 $2.91 Million
Q1 2024

May 14, 2024

BUY
$167.09 - $200.3 $2.14 Million - $2.57 Million
12,836 New
12,836 $2.57 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.