Meridian Wealth Advisors’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 | $16.7M | Buy |
57,763
+574
| +1% | +$166K | 2.65% | 8 |
|
|
2025
Q1 | $14M | Sell |
57,189
-134
| -0.2% | -$32.9K | 2.38% | 8 |
|
|
2024
Q4 | $13.7M | Sell |
57,323
-392
| -0.7% | -$94K | 2.27% | 8 |
|
|
2024
Q3 | $12.2M | Buy |
57,715
+1,483
| +3% | +$313K | 2.04% | 10 |
|
|
2024
Q2 | $11.4M | Buy |
56,232
+1,311
| +2% | +$265K | 2.03% | 11 |
|
|
2024
Q1 | $11M | Buy |
54,921
+1,892
| +4% | +$379K | 2.07% | 11 |
|
|
2023
Q4 | $9.02M | Buy |
53,029
+981
| +2% | +$167K | 1.98% | 11 |
|
|
2023
Q3 | $7.55M | Buy |
52,048
+974
| +2% | +$141K | 1.89% | 11 |
|
|
2023
Q2 | $7.43M | Buy |
51,074
+882
| +2% | +$128K | 1.8% | 11 |
|
|
2023
Q1 | $6.54M | Buy |
50,192
+2,198
| +5% | +$286K | 1.64% | 12 |
|
|
2022
Q4 | $6.44M | Buy |
47,994
+3,160
| +7% | +$424K | 1.66% | 12 |
|
|
2022
Q3 | $4.69M | Sell |
44,834
-2,198
| -5% | -$230K | 1.32% | 15 |
|
|
2022
Q2 | $5.3M | Buy |
47,032
+3,366
| +8% | +$379K | 1.41% | 14 |
|
|
2022
Q1 | $5.95M | Buy |
43,666
+5,771
| +15% | +$787K | 1.38% | 16 |
|
|
2021
Q4 | $6M | Buy |
37,895
+531
| +1% | +$84.1K | 1.46% | 15 |
|
|
2021
Q3 | $6.12M | Buy |
37,364
+850
| +2% | +$139K | 1.7% | 12 |
|
|
2021
Q2 | $5.68M | Buy |
36,514
+3,652
| +11% | +$568K | 1.61% | 14 |
|
|
2021
Q1 | $5M | Buy |
32,862
+6,481
| +25% | +$987K | 1.66% | 14 |
|
|
2020
Q4 | $3.35M | Buy |
26,381
+4,052
| +18% | +$515K | 1.22% | 16 |
|
|
2020
Q3 | $2.15M | Buy |
22,329
+583
| +3% | +$56.1K | 0.92% | 23 |
|
|
2020
Q2 | $2.05M | Buy |
21,746
+2,337
| +12% | +$220K | 0.95% | 21 |
|
|
2020
Q1 | $1.75M | Sell |
19,409
-2,776
| -13% | -$250K | 0.97% | 21 |
|
|
2019
Q4 | $3.09M | Sell |
22,185
-1,615
| -7% | -$225K | 1.22% | 18 |
|
|
2019
Q3 | $2.8M | Buy |
23,800
+3,162
| +15% | +$372K | 1.2% | 19 |
|
|
2019
Q2 | $2.36M | Sell |
20,638
-678
| -3% | -$77.4K | 1.64% | 11 |
|
|
2019
Q1 | $2.16M | Buy |
21,316
+306
| +1% | +$31K | 1.57% | 11 |
|
|
2018
Q4 | $2.05M | Buy |
+21,010
| New | +$2.05M | 1.57% | 10 |
|