6 Meridian’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.02M | Sell |
12,784
-142
| -1% | -$22.5K | 0.15% | 87 |
|
|
2021
Q3 | $2.12M | Buy |
+12,926
| New | +$2.12M | 0.17% | 83 |
|
|
2021
Q1 | – | Sell |
-47,931
| Closed | -$6.09M | – | 427 |
|
|
2020
Q4 | $6.09M | Sell |
47,931
-4,056
| -8% | -$515K | 0.58% | 26 |
|
|
2020
Q3 | $5.01M | Buy |
51,987
+9,667
| +23% | +$931K | 0.52% | 29 |
|
|
2020
Q2 | $3.98M | Sell |
42,320
-80,790
| -66% | -$7.6M | 0.42% | 40 |
|
|
2020
Q1 | $11.1M | Buy |
123,110
+48,953
| +66% | +$4.41M | 1.16% | 22 |
|
|
2019
Q4 | $10.3M | Buy |
74,157
+47
| +0.1% | +$6.55K | 0.9% | 27 |
|
|
2019
Q3 | $8.72M | Sell |
74,110
-1,859
| -2% | -$219K | 0.85% | 28 |
|
|
2019
Q2 | $8.49M | Buy |
75,969
+233
| +0.3% | +$26K | 0.85% | 34 |
|
|
2019
Q1 | $7.67M | Buy |
75,736
+62,036
| +453% | +$6.28M | 0.77% | 41 |
|
|
2018
Q4 | $1.34M | Sell |
13,700
-1,300
| -9% | -$127K | 0.15% | 88 |
|
|
2018
Q3 | $1.69M | Buy |
+15,000
| New | +$1.69M | 0.17% | 84 |
|
|
2018
Q1 | – | Sell |
-138,288
| Closed | -$14.8M | – | 466 |
|
|
2017
Q4 | $14.8M | Buy |
+138,288
| New | +$14.8M | 1.71% | 14 |
|