Meridian Wealth Partners’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 | $1.57M | Buy |
5,417
+2,229
| +70% | +$646K | 0.23% | 36 |
|
|
2025
Q1 | $782K | Sell |
3,188
-194
| -6% | -$47.6K | 0.12% | 46 |
|
|
2024
Q4 | $811K | Sell |
3,382
-458
| -12% | -$110K | 0.12% | 46 |
|
|
2024
Q3 | $810K | Sell |
3,840
-546
| -12% | -$115K | 0.13% | 45 |
|
|
2024
Q2 | $887K | Buy |
4,386
+241
| +6% | +$48.7K | 0.16% | 40 |
|
|
2024
Q1 | $830K | Buy |
4,145
+276
| +7% | +$55.3K | 0.15% | 41 |
|
|
2023
Q4 | $658K | Buy |
3,869
+245
| +7% | +$41.7K | 0.13% | 44 |
|
|
2023
Q3 | $525K | Buy |
3,624
+24
| +0.7% | +$3.48K | 0.11% | 45 |
|
|
2023
Q2 | $524K | Buy |
3,600
+132
| +4% | +$19.2K | 0.11% | 46 |
|
|
2023
Q1 | $452K | Buy |
3,468
+379
| +12% | +$49.4K | 0.1% | 48 |
|
|
2022
Q4 | $414K | Sell |
3,089
-49
| -2% | -$6.57K | 0.1% | 50 |
|
|
2022
Q3 | $328K | Buy |
3,138
+90
| +3% | +$9.41K | 0.08% | 56 |
|
|
2022
Q2 | $343K | Buy |
3,048
+1,472
| +93% | +$166K | 0.08% | 53 |
|
|
2022
Q1 | $214K | Sell |
1,576
-1,235
| -44% | -$168K | 0.05% | 76 |
|
|
2021
Q4 | $446K | Buy |
2,811
+604
| +27% | +$95.8K | 0.09% | 48 |
|
|
2021
Q3 | $361K | Buy |
2,207
+53
| +2% | +$8.67K | 0.08% | 49 |
|
|
2021
Q2 | $335K | Buy |
2,154
+34
| +2% | +$5.29K | 0.08% | 49 |
|
|
2021
Q1 | $323K | Buy |
2,120
+72
| +4% | +$11K | 0.1% | 48 |
|
|
2020
Q4 | $260K | Buy |
2,048
+45
| +2% | +$5.71K | 0.11% | 54 |
|
|
2020
Q3 | $193K | Sell |
2,003
-36
| -2% | -$3.47K | 0.1% | 58 |
|
|
2020
Q2 | $192K | Buy |
2,039
+121
| +6% | +$11.4K | 0.1% | 59 |
|
|
2020
Q1 | $173K | Buy |
1,918
+36
| +2% | +$3.25K | 0.1% | 63 |
|
|
2019
Q4 | $262K | Buy |
+1,882
| New | +$262K | 0.16% | 48 |
|