Meridian Financial’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 | $897K | Hold |
3,095
| – | – | 0.58% | 37 |
|
|
2025
Q1 | $759K | Sell |
3,095
-15
| -0.5% | -$3.68K | 0.53% | 41 |
|
|
2024
Q4 | $746K | Sell |
3,110
-575
| -16% | -$138K | 0.51% | 41 |
|
|
2024
Q3 | $777K | Hold |
3,685
| – | – | 0.52% | 42 |
|
|
2024
Q2 | $745K | Sell |
3,685
-25
| -0.7% | -$5.06K | 0.54% | 40 |
|
|
2024
Q1 | $743K | Hold |
3,710
| – | – | 0.55% | 37 |
|
|
2023
Q4 | $631K | Buy |
3,710
+225
| +6% | +$38.3K | 0.5% | 40 |
|
|
2023
Q3 | $505K | Buy |
3,485
+30
| +0.9% | +$4.35K | 0.47% | 45 |
|
|
2023
Q2 | $503K | Hold |
3,455
| – | – | 0.45% | 46 |
|
|
2023
Q1 | $450K | Sell |
3,455
-470
| -12% | -$61.2K | 0.44% | 47 |
|
|
2022
Q4 | $526K | Buy |
3,925
+17
| +0.4% | +$2.28K | 0.55% | 40 |
|
|
2022
Q3 | $408K | Buy |
3,908
+90
| +2% | +$9.41K | 0.47% | 48 |
|
|
2022
Q2 | $430K | Buy |
3,818
+6
| +0.2% | +$676 | 0.48% | 48 |
|
|
2022
Q1 | $520K | Buy |
3,812
+4
| +0.1% | +$545 | 0.54% | 41 |
|
|
2021
Q4 | $603K | Buy |
+3,808
| New | +$603K | 0.56% | 41 |
|