Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

AMJBAMJB
9 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in JPMORGAN CHASE FINL CO LLC

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 92,000 shares of AMJB (JPMORGAN CHASE FINL CO LLC), worth $3.2M as of 2026-Q2. AMJB represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$3.2M

Current Shares

92,000

Total Value Change

+$510,600

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
92,000
0.0%
$3.2M0.0%$34.05
0
2026-Q1
Unchanged
92,000
0.0%
$3.2M0.0%$33.64
0
2025-Q4
Unchanged
92,000
0.0%
$2.8M0.0%$28.68
0
2025-Q3
Unchanged
92,000
0.0%
$2.7M0.0%$27.85
0
2025-Q2
Unchanged
92,000
0.0%
$2.8M0.0%$28.09
0
2025-Q1
Unchanged
92,000
0.0%
$3M0.0%$29.68
0
2024-Q4
Unchanged
92,000
0.0%
$2.7M0.0%$26.58
0
2024-Q3
Unchanged
92,000
0.0%
$2.6M0.0%$25.26
0
2024-Q2
New
92,000
-
$2.7M0.0%$25.29
36

Other major holders of AMJB: JPMORGAN CHASE & CO, CIBC Bancorp USA Inc., CIBC Private Wealth Group LLC

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