Meadow Creek Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.28M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2022
Q3 | $996K | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.59M | Buy |
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|
2019
Q4 | $1.2M | Buy |
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