MIM
Meridiem Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.2K | Hold |
280
| – | – | ﹤0.01% | 48 |
|
|
2025
Q1 | $68.7K | Hold |
280
| – | – | ﹤0.01% | 52 |
|
|
2024
Q4 | $67.1K | Sell |
280
-1,080
| -79% | -$259K | ﹤0.01% | 56 |
|
|
2024
Q3 | $287K | Buy |
1,360
+1,080
| +386% | +$228K | 0.01% | 40 |
|
|
2024
Q2 | $56.6K | Hold |
280
| – | – | ﹤0.01% | 53 |
|
|
2024
Q1 | $56.1K | Sell |
280
-1,582
| -85% | -$317K | ﹤0.01% | 59 |
|
|
2023
Q4 | $317K | Buy |
1,862
+1,482
| +390% | +$252K | 0.01% | 42 |
|
|
2023
Q3 | $55.1K | Hold |
380
| – | – | ﹤0.01% | 56 |
|
|
2023
Q2 | $55.3K | Hold |
380
| – | – | ﹤0.01% | 58 |
|
|
2023
Q1 | $49.5K | Hold |
380
| – | – | ﹤0.01% | 60 |
|
|
2022
Q4 | $51K | Hold |
380
| – | – | ﹤0.01% | 65 |
|
|
2022
Q3 | $40K | Hold |
380
| – | – | ﹤0.01% | 73 |
|
|
2022
Q2 | $43K | Hold |
380
| – | – | ﹤0.01% | 67 |
|
|
2022
Q1 | $52K | Buy |
+380
| New | +$52K | ﹤0.01% | 69 |
|
|
2021
Q1 | – | Sell |
-482
| Closed | -$61K | – | 91 |
|
|
2020
Q4 | $61K | Buy |
+482
| New | +$61K | ﹤0.01% | 73 |
|