Meridian Financial Partners’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81M	Sell	9,455 -11	-0.1%	-$3.34K	1.07%	22
2025 Q4	$2.86M	Sell	9,466 -165	-2%	-$51.1K	1.13%	21
2025 Q3	$2.93M	Sell	9,631 -49	-0.5%	-$14.6K	1.22%	18
2025 Q2	$2.81M	Sell	9,680 -340	-3%	-$86.8K	1.32%	18
2025 Q1	$2.46M	Buy	10,020 +55	+0.6%	+$14K	1.25%	17
2024 Q4	$2.39M	Buy	9,965 +84	+0.9%	+$19.6K	1.26%	17
2024 Q3	$2.08M	Sell	9,881 -87	-0.9%	-$18.3K	1.05%	20
2024 Q2	$2.09M	Buy	9,968 +192	+2%	+$37.5K	1.24%	18
2024 Q1	$1.77M	Sell	9,776 -6	-0.1%	-$1.08K	2.27%	11
2023 Q4	$1.64M	Buy	9,782 +543	+6%	+$82.3K	1.68%	15
2023 Q3	$1.34M	Sell	9,239 -213	-2%	-$31.9K	1.37%	15
2023 Q2	$1.48M	Buy	9,452 +662	+8%	+$91.1K	0.89%	25
2023 Q1	$1.24M	Buy	8,790 +55	+0.6%	+$7.54K	1.41%	16
2022 Q4	$1.18M	Buy	8,735 +65	+0.7%	+$8.24K	1.32%	21
2022 Q3	$964K	Buy	8,670 +368	+4%	+$42.2K	1.37%	19
2022 Q2	$957K	Buy	8,302 +285	+4%	+$35.3K	0.65%	41
2022 Q1	$1.09M	Buy	8,017 +460	+6%	+$67.9K	1.63%	20
2021 Q4	$1.13M	Buy	7,557 +394	+6%	+$64.7K	0.76%	33
2021 Q3	$1.15M	Sell	7,163 -26	-0.4%	-$4.08K	0.77%	28
2021 Q2	$1.08M	Buy	7,189 +269	+4%	+$42.2K	0.74%	31
2021 Q1	$1.03M	Buy	6,920 +172	+3%	+$24.7K	0.78%	28
2020 Q4	$918K	Buy	6,748 +64	+1%	+$7.15K	0.71%	27
2020 Q3	$677K	Buy	6,684 +593	+10%	+$58.2K	0.57%	32
2020 Q2	$598K	Buy	6,091 +298	+5%	+$28.3K	0.54%	37
2020 Q1	$551K	Buy	5,793 +1,040	+22%	+$126K	0.6%	32
2019 Q4	$651K	Buy	4,753 +76	+2%	+$9.75K	0.65%	28
2019 Q3	$530K	Buy	4,677 +151	+3%	+$17.1K	0.59%	34
2019 Q2	$514K	Buy	4,526 +13	+0.3%	+$1.43K	0.57%	33
2019 Q1	$516K	Buy	4,513 +2,083	+86%	+$215K	0.58%	31
2018 Q4	$237K	Buy	+2,430	New	+$259K	0.32%	48