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Disclosery

FIRST UNITED BANK & TRUST: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST UNITED BANK & TRUST on JPM, newest first. How the timeline and the estimate are built.

FIRST UNITED BANK & TRUST held 15,513 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,513 shares
    Change vs previous 13F -221 shares

    1.46% of the 13F portfolio, value $5,077,871.

    13F-HR 0001104659-26-085022 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,734 shares
    Change vs previous 13F -1,600 shares

    1.5% of the 13F portfolio, value $4,628,313.

    13F-HR 0001104659-26-046124 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,334 shares
    Change vs previous 13F -157 shares

    1.78% of the 13F portfolio, value $5,585,361.

    13F-HR 0001104659-26-005279 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,491 shares
    Change vs previous 13F -193 shares

    1.79% of the 13F portfolio, value $5,517,187.

    13F-HR 0001104659-25-102480 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,684 shares
    Change vs previous 13F -218 shares

    1.79% of the 13F portfolio, value $5,126,768.

    13F-HR 0001104659-25-068849 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,902 shares
    Change vs previous 13F -306 shares

    1.64% of the 13F portfolio, value $4,391,361.

    13F-HR 0001104659-25-035174 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,208 shares
    Change vs previous 13F -114 shares

    1.59% of the 13F portfolio, value $4,364,639.

    13F-HR 0001104659-25-004190 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,322 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,863,377.

    13F-HR 0001104659-24-108676 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).