Meridian Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $936K | Sell |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $782K | Sell |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $887K | Buy |
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|
2024
Q1 | $830K | Buy |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $525K | Buy |
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|
2023
Q2 | $524K | Buy |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $260K | Buy |
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|
2020
Q3 | $193K | Sell |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $173K | Buy |
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|
2019
Q4 | $262K | Buy |
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