Meridian Financial’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
Q3 | $976K | Hold |
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|
2025
Q2 | $897K | Hold |
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|
2025
Q1 | $759K | Sell |
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|
2024
Q4 | $746K | Sell |
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|
2024
Q3 | $777K | Hold |
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|
2024
Q2 | $745K | Sell |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $503K | Hold |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $526K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $603K | Buy |
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