Meridian Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Sell |
9,680
-340
| -3% | -$98.6K | 1.32% | 18 |
|
|
2025
Q1 | $2.46M | Buy |
10,020
+55
| +0.6% | +$13.5K | 1.25% | 17 |
|
|
2024
Q4 | $2.39M | Buy |
9,965
+84
| +0.9% | +$20.1K | 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% | +$40.3K | 1.24% | 18 |
|
|
2024
Q1 | $1.77M | Sell |
9,776
-6
| -0.1% | -$1.09K | 2.27% | 11 |
|
|
2023
Q4 | $1.64M | Buy |
9,782
+543
| +6% | +$90.9K | 1.68% | 15 |
|
|
2023
Q3 | $1.34M | Sell |
9,239
-213
| -2% | -$30.9K | 1.37% | 15 |
|
|
2023
Q2 | $1.48M | Buy |
9,452
+662
| +8% | +$103K | 0.89% | 25 |
|
|
2023
Q1 | $1.24M | Buy |
8,790
+55
| +0.6% | +$7.78K | 1.41% | 16 |
|
|
2022
Q4 | $1.18M | Buy |
8,735
+65
| +0.7% | +$8.76K | 1.32% | 21 |
|
|
2022
Q3 | $964K | Buy |
8,670
+368
| +4% | +$40.9K | 1.37% | 19 |
|
|
2022
Q2 | $957K | Buy |
8,302
+285
| +4% | +$32.9K | 0.65% | 41 |
|
|
2022
Q1 | $1.09M | Buy |
8,017
+460
| +6% | +$62.7K | 1.63% | 20 |
|
|
2021
Q4 | $1.13M | Buy |
7,557
+394
| +6% | +$58.7K | 0.76% | 33 |
|
|
2021
Q3 | $1.15M | Sell |
7,163
-26
| -0.4% | -$4.19K | 0.77% | 28 |
|
|
2021
Q2 | $1.08M | Buy |
7,189
+269
| +4% | +$40.3K | 0.74% | 31 |
|
|
2021
Q1 | $1.03M | Buy |
6,920
+172
| +3% | +$25.7K | 0.78% | 28 |
|
|
2020
Q4 | $918K | Buy |
6,748
+64
| +1% | +$8.71K | 0.71% | 27 |
|
|
2020
Q3 | $677K | Buy |
6,684
+593
| +10% | +$60.1K | 0.57% | 32 |
|
|
2020
Q2 | $598K | Buy |
6,091
+298
| +5% | +$29.3K | 0.54% | 37 |
|
|
2020
Q1 | $551K | Buy |
5,793
+1,040
| +22% | +$98.9K | 0.6% | 32 |
|
|
2019
Q4 | $651K | Buy |
4,753
+76
| +2% | +$10.4K | 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% | +$1.48K | 0.57% | 33 |
|
|
2019
Q1 | $516K | Buy |
4,513
+2,083
| +86% | +$238K | 0.58% | 31 |
|
|
2018
Q4 | $237K | Buy |
+2,430
| New | +$237K | 0.32% | 48 |
|