Meridian Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,692
| Closed | -$1.12M | – | 89 |
|
|
2024
Q4 | $1.12M | Buy |
4,692
+161
| +4% | +$38.6K | 0.3% | 47 |
|
|
2024
Q3 | $955K | Buy |
4,531
+79
| +2% | +$16.7K | 0.24% | 52 |
|
|
2024
Q2 | $901K | Buy |
4,452
+43
| +1% | +$8.7K | 0.25% | 53 |
|
|
2024
Q1 | $883K | Sell |
4,409
-94
| -2% | -$18.8K | 0.24% | 54 |
|
|
2023
Q4 | $788K | Buy |
4,503
+18
| +0.4% | +$3.15K | 0.22% | 53 |
|
|
2023
Q3 | $650K | Buy |
4,485
+309
| +7% | +$44.8K | 0.21% | 57 |
|
|
2023
Q2 | $607K | Buy |
4,176
+282
| +7% | +$41K | 0.19% | 58 |
|
|
2023
Q1 | $507K | Sell |
3,894
-29,980
| -89% | -$3.91M | 0.17% | 58 |
|
|
2022
Q4 | $4.54M | Buy |
33,874
+63
| +0.2% | +$8.45K | 1.66% | 16 |
|
|
2022
Q3 | $3.53M | Buy |
33,811
+549
| +2% | +$57.4K | 1.41% | 21 |
|
|
2022
Q2 | $3.75M | Buy |
33,262
+274
| +0.8% | +$30.9K | 1.45% | 19 |
|
|
2022
Q1 | $4.5M | Buy |
32,988
+68
| +0.2% | +$9.27K | 1.43% | 18 |
|
|
2021
Q4 | $5.21M | Buy |
32,920
+254
| +0.8% | +$40.2K | 1.51% | 18 |
|
|
2021
Q3 | $5.35M | Buy |
32,666
+2,646
| +9% | +$433K | 1.64% | 14 |
|
|
2021
Q2 | $4.67M | Sell |
30,020
-8,168
| -21% | -$1.27M | 1.38% | 18 |
|
|
2021
Q1 | $5.81M | Buy |
38,188
+396
| +1% | +$60.3K | 1.81% | 11 |
|
|
2020
Q4 | $4.8M | Buy |
37,792
+515
| +1% | +$65.4K | 1.54% | 19 |
|
|
2020
Q3 | $3.59M | Buy |
37,277
+4,590
| +14% | +$442K | 1.34% | 23 |
|
|
2020
Q2 | $3.08M | Buy |
32,687
+8,574
| +36% | +$807K | 1.26% | 26 |
|
|
2020
Q1 | $2.17M | Buy |
+24,113
| New | +$2.17M | 1.05% | 33 |
|
|
2019
Q1 | – | Sell |
-19,686
| Closed | -$1.92M | – | 74 |
|
|
2018
Q4 | $1.92M | Buy |
19,686
+5,818
| +42% | +$568K | 0.98% | 32 |
|
|
2018
Q3 | $1.57M | Buy |
+13,868
| New | +$1.57M | 0.68% | 45 |
|