Meridian Wealth 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
Q2 | $56.4M | Buy |
194,390
+586
| +0.3% | +$170K | 2.41% | 8 |
|
|
2025
Q1 | $47.5M | Sell |
193,804
-102
| -0.1% | -$25K | 2.3% | 8 |
|
|
2024
Q4 | $46.5M | Sell |
193,906
-3,654
| -2% | -$876K | 2.2% | 8 |
|
|
2024
Q3 | $41.7M | Buy |
197,560
+3,884
| +2% | +$819K | 2.05% | 8 |
|
|
2024
Q2 | $39.2M | Buy |
+193,676
| New | +$39.2M | 4.68% | 4 |
|
|
2024
Q1 | – | Sell |
-178,990
| Closed | -$30.4M | – | 357 |
|
|
2023
Q4 | $30.4M | Buy |
178,990
+42,424
| +31% | +$7.22M | 1.94% | 8 |
|
|
2023
Q3 | $19.8M | Buy |
136,566
+14,310
| +12% | +$2.08M | 1.21% | 13 |
|
|
2023
Q2 | $17.8M | Buy |
122,256
+569
| +0.5% | +$82.8K | 1.5% | 9 |
|
|
2023
Q1 | $15.9M | Buy |
121,687
+821
| +0.7% | +$107K | 1.38% | 10 |
|
|
2022
Q4 | $16.2M | Buy |
120,866
+8,596
| +8% | +$1.15M | 1.59% | 7 |
|
|
2022
Q3 | $11.7M | Buy |
112,270
+1,419
| +1% | +$148K | 1.26% | 10 |
|
|
2022
Q2 | $12.5M | Buy |
110,851
+6,439
| +6% | +$725K | 1.02% | 9 |
|
|
2022
Q1 | $14.2M | Sell |
104,412
-5,245
| -5% | -$715K | 1.56% | 10 |
|
|
2021
Q4 | $17.4M | Buy |
109,657
+2,044
| +2% | +$324K | 1.85% | 9 |
|
|
2021
Q3 | $17.6M | Buy |
107,613
+584
| +0.5% | +$95.6K | 2.17% | 9 |
|
|
2021
Q2 | $16.6M | Buy |
107,029
+4,615
| +5% | +$718K | 2.12% | 9 |
|
|
2021
Q1 | $15.6M | Buy |
102,414
+4,146
| +4% | +$631K | 2.27% | 8 |
|
|
2020
Q4 | $12.5M | Buy |
98,268
+15,636
| +19% | +$1.99M | 1.98% | 9 |
|
|
2020
Q3 | $7.96M | Sell |
82,632
-3,085
| -4% | -$297K | 1.95% | 8 |
|
|
2020
Q2 | $8.06M | Buy |
85,717
+3,140
| +4% | +$295K | 2.7% | 6 |
|
|
2020
Q1 | $7.43M | Buy |
82,577
+4,710
| +6% | +$424K | 3.29% | 6 |
|
|
2019
Q4 | $10.9M | Buy |
77,867
+3,541
| +5% | +$494K | 5.22% | 3 |
|
|
2019
Q3 | $8.75M | Sell |
74,326
-1,097
| -1% | -$129K | 4.12% | 5 |
|
|
2019
Q2 | $84.3K | Buy |
75,423
+1,973
| +3% | +$2.21K | 3.41% | 7 |
|
|
2019
Q1 | $7.44M | Buy |
73,450
+1,716
| +2% | +$174K | 3.38% | 7 |
|
|
2018
Q4 | $7M | Buy |
71,734
+10,392
| +17% | +$1.01M | 4.12% | 6 |
|
|
2018
Q3 | $6.92M | Sell |
61,342
-819
| -1% | -$92.4K | 2.98% | 8 |
|
|
2018
Q2 | $6.48M | Buy |
62,161
+1,264
| +2% | +$132K | 3.05% | 9 |
|
|
2018
Q1 | $6.7M | Buy |
60,897
+3,589
| +6% | +$395K | 3.34% | 5 |
|
|
2017
Q4 | $5.54M | Buy |
57,308
+465
| +0.8% | +$44.9K | 3.41% | 6 |
|
|
2017
Q3 | $5.44M | Buy |
56,843
+2,116
| +4% | +$202K | 3.45% | 6 |
|
|
2017
Q2 | $5M | Sell |
54,727
-54
| -0.1% | -$4.94K | 3.17% | 9 |
|
|
2017
Q1 | $4.81M | Buy |
54,781
+2,627
| +5% | +$231K | 2.88% | 9 |
|
|
2016
Q4 | $4.5M | Buy |
+52,154
| New | +$4.5M | 3.57% | 7 |
|