Meridian Investment Counsel’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 | $2.55M | Hold |
8,787
| – | – | 0.69% | 41 |
|
|
2025
Q1 | $2.16M | Hold |
8,787
| – | – | 0.63% | 48 |
|
|
2024
Q4 | $2.11M | Buy |
8,787
+1,982
| +29% | +$475K | 0.63% | 43 |
|
|
2024
Q3 | $1.43M | Hold |
6,805
| – | – | 0.43% | 72 |
|
|
2024
Q2 | $1.38M | Buy |
6,805
+1,443
| +27% | +$292K | 0.44% | 72 |
|
|
2024
Q1 | $1.07M | Sell |
5,362
-20
| -0.4% | -$4.01K | 0.36% | 75 |
|
|
2023
Q4 | $915K | Sell |
5,382
-1,621
| -23% | -$276K | 0.31% | 80 |
|
|
2023
Q3 | $1.02M | Hold |
7,003
| – | – | 0.38% | 74 |
|
|
2023
Q2 | $1.02M | Buy |
7,003
+8
| +0.1% | +$1.16K | 0.36% | 78 |
|
|
2023
Q1 | $912K | Hold |
6,995
| – | – | 0.35% | 81 |
|
|
2022
Q4 | $938K | Hold |
6,995
| – | – | 0.37% | 77 |
|
|
2022
Q3 | $731K | Buy |
6,995
+265
| +4% | +$27.7K | 0.33% | 86 |
|
|
2022
Q2 | $758K | Hold |
6,730
| – | – | 0.31% | 87 |
|
|
2022
Q1 | $917K | Hold |
6,730
| – | – | 0.32% | 87 |
|
|
2021
Q4 | $1.07M | Buy |
6,730
+1,621
| +32% | +$257K | 0.35% | 81 |
|
|
2021
Q3 | $836K | Hold |
5,109
| – | – | 0.3% | 90 |
|
|
2021
Q2 | $795K | Sell |
5,109
-1,550
| -23% | -$241K | 0.28% | 93 |
|
|
2021
Q1 | $1.01M | Hold |
6,659
| – | – | 0.39% | 73 |
|
|
2020
Q4 | $846K | Hold |
6,659
| – | – | 0.36% | 76 |
|
|
2020
Q3 | $641K | Hold |
6,659
| – | – | 0.31% | 78 |
|
|
2020
Q2 | $626K | Buy |
6,659
+1,450
| +28% | +$136K | 0.32% | 76 |
|
|
2020
Q1 | $469K | Hold |
5,209
| – | – | 0.3% | 85 |
|
|
2019
Q4 | $726K | Hold |
5,209
| – | – | 0.36% | 75 |
|
|
2019
Q3 | $613K | Hold |
5,209
| – | – | 0.33% | 81 |
|
|
2019
Q2 | $582K | Buy |
5,209
+20
| +0.4% | +$2.24K | 0.32% | 82 |
|
|
2019
Q1 | $525K | Hold |
5,189
| – | – | 0.31% | 87 |
|
|
2018
Q4 | $507K | Hold |
5,189
| – | – | 0.33% | 83 |
|
|
2018
Q3 | $586K | Hold |
5,189
| – | – | 0.32% | 86 |
|
|
2018
Q2 | $541K | Hold |
5,189
| – | – | 0.31% | 90 |
|
|
2018
Q1 | $571K | Hold |
5,189
| – | – | 0.32% | 84 |
|
|
2017
Q4 | $555K | Sell |
5,189
-925
| -15% | -$98.9K | 0.3% | 86 |
|
|
2017
Q3 | $584K | Hold |
6,114
| – | – | 0.34% | 81 |
|
|
2017
Q2 | $559K | Hold |
6,114
| – | – | 0.33% | 85 |
|
|
2017
Q1 | $537K | Hold |
6,114
| – | – | 0.33% | 86 |
|
|
2016
Q4 | $528K | Hold |
6,114
| – | – | 0.35% | 79 |
|
|
2016
Q3 | $407K | Hold |
6,114
| – | – | 0.27% | 102 |
|
|
2016
Q2 | $380K | Buy |
6,114
+925
| +18% | +$57.5K | 0.26% | 107 |
|
|
2016
Q1 | $307K | Sell |
5,189
-600
| -10% | -$35.5K | 0.22% | 122 |
|
|
2015
Q4 | $382K | Buy |
5,789
+2,355
| +69% | +$155K | 0.28% | 98 |
|
|
2015
Q3 | $209K | Hold |
3,434
| – | – | 0.17% | 133 |
|
|
2015
Q2 | $233K | Hold |
3,434
| – | – | 0.17% | 137 |
|
|
2015
Q1 | $208K | Buy |
+3,434
| New | +$208K | 0.14% | 144 |
|