Meristem Family Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.44M | Sell |
25,273
-5,111
| -17% | -$754K | 0.37% | 31 |
|
|
2021
Q4 | $4.81M | Buy |
30,384
+122
| +0.4% | +$20K | 0.41% | 34 |
|
|
2021
Q3 | $4.95M | Buy |
30,262
+16,169
| +115% | +$2.53M | 0.48% | 33 |
|
|
2021
Q2 | $2.19M | Buy |
14,093
+4,068
| +41% | +$639K | 0.35% | 37 |
|
|
2021
Q1 | $1.53M | Buy |
10,025
+7
| +0.1% | +$1.01K | 0.31% | 42 |
|
|
2020
Q4 | $1.27M | Sell |
10,018
-464
| -4% | -$51.9K | 0.27% | 50 |
|
|
2020
Q3 | $1.01M | Sell |
10,482
-488
| -4% | -$47.9K | 0.26% | 58 |
|
|
2020
Q2 | $1.03M | Sell |
10,970
-1,445
| -12% | -$137K | 0.28% | 53 |
|
|
2020
Q1 | $1.12M | Buy |
12,415
+4,158
| +50% | +$505K | 0.34% | 44 |
|
|
2019
Q4 | $1.15M | Buy |
8,257
+69
| +0.8% | +$8.85K | 0.28% | 51 |
|
|
2019
Q3 | $964K | Sell |
8,188
-5,659
| -41% | -$640K | 0.26% | 55 |
|
|
2019
Q2 | $1.55M | Buy |
13,847
+8,516
| +160% | +$939K | 0.47% | 37 |
|
|
2019
Q1 | $540K | Sell |
5,331
-311
| -6% | -$32K | 0.18% | 71 |
|
|
2018
Q4 | $551K | Sell |
5,642
-895
| -14% | -$95.4K | 0.2% | 63 |
|
|
2018
Q3 | $738K | Buy |
6,537
+218
| +3% | +$24.7K | 0.25% | 55 |
|
|
2018
Q2 | $658K | Sell |
6,319
-130
| -2% | -$14.3K | 0.23% | 56 |
|
|
2018
Q1 | $709K | Buy |
6,449
+500
| +8% | +$56.6K | 0.25% | 53 |
|
|
2017
Q4 | $636K | Hold |
5,949
| – | – | 0.23% | 55 |
|
|
2017
Q3 | $568K | Hold |
5,949
| – | – | 0.23% | 53 |
|
|
2017
Q2 | $544K | Hold |
5,949
| – | – | 0.22% | 55 |
|
|
2017
Q1 | $523K | Sell |
5,949
-1,195
| -17% | -$105K | 0.21% | 59 |
|
|
2016
Q4 | $616K | Sell |
7,144
-248
| -3% | -$18.9K | 0.25% | 56 |
|
|
2016
Q3 | $492K | Sell |
7,392
-234
| -3% | -$15.3K | 0.21% | 62 |
|
|
2016
Q2 | $474K | Sell |
7,626
-42
| -0.5% | -$2.62K | 0.21% | 61 |
|
|
2016
Q1 | $454K | Buy |
7,668
+218
| +3% | +$12.7K | 0.2% | 66 |
|
|
2015
Q4 | $492K | Buy |
+7,450
| New | +$485K | 0.19% | 59 |
|
|
2015
Q3 | – | Sell |
-7,844
| Closed | -$532K | – | 83 |
|
|
2015
Q2 | $532K | Sell |
7,844
-835
| -10% | -$54.5K | 0.23% | 57 |
|
|
2015
Q1 | $526K | Buy |
8,679
+116
| +1% | +$6.87K | 0.22% | 65 |
|
|
2014
Q4 | $536K | Sell |
8,563
-875
| -9% | -$52.7K | 0.2% | 65 |
|
|
2014
Q3 | $569K | Sell |
9,438
-2,340
| -20% | -$137K | 0.24% | 62 |
|
|
2014
Q2 | $679K | Sell |
11,778
-950
| -7% | -$53.4K | 0.28% | 52 |
|
|
2014
Q1 | $773K | Sell |
12,728
-1,943
| -13% | -$112K | 0.34% | 46 |
|
|
2013
Q4 | $858K | Hold |
14,671
| – | – | 0.35% | 45 |
|
|
2013
Q3 | $758K | Sell |
14,671
-619
| -4% | -$33.2K | 0.35% | 48 |
|
|
2013
Q2 | $807K | Buy |
+15,290
| New | +$777K | 0.37% | 41 |
|
Other funds holding JPM
WA
Meristem Family Wealth's JPM Position: Q1 2022 in Review
Meristem Family Wealth reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2022, selling an estimated $754K and leaving 25,273 shares worth $3.44M. The position accounts for 0.37% of the portfolio, ranked #31.
Meristem Family Wealth first reported a position in JPM in Q2 2013 and has held it in 35 quarters since. The position peaked at $4.95M in Q3 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.
- Meristem Family Wealth held 25,273 shares of JPMorgan Chase worth $3.44M as of Q1 2022.
- Meristem Family Wealth sold 5,111 JPMorgan Chase shares in Q1 2022, an estimated $754K.
- JPMorgan Chase made up 0.37% of Meristem Family Wealth's portfolio in Q1 2022, its #31 holding.
- Meristem Family Wealth first reported a position in JPMorgan Chase in Q2 2013 and has held it in 35 quarters since.
- Meristem Family Wealth's JPMorgan Chase position peaked at $4.95M in Q3 2021.
- 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.
Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.