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 |
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|
2021
Q4 | $4.81M | Buy |
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|
2021
Q3 | $4.95M | Buy |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.12M | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $964K | Sell |
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|
2019
Q2 | $1.55M | Buy |
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|
2019
Q1 | $540K | Sell |
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|
2018
Q4 | $551K | Sell |
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|
2018
Q3 | $738K | Buy |
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|
2018
Q2 | $658K | Sell |
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|
2018
Q1 | $709K | Buy |
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|
2017
Q4 | $636K | Hold |
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|
2017
Q3 | $568K | Hold |
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|
2017
Q2 | $544K | Hold |
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|
2017
Q1 | $523K | Sell |
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|
2016
Q4 | $616K | Sell |
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|
2016
Q3 | $492K | Sell |
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|
2016
Q2 | $474K | Sell |
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|
2016
Q1 | $454K | Buy |
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|
2015
Q4 | $492K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $532K | Sell |
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|
2015
Q1 | $526K | Buy |
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|
2014
Q4 | $536K | Sell |
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|
2014
Q3 | $569K | Sell |
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|
2014
Q2 | $679K | Sell |
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|
2014
Q1 | $773K | Sell |
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|
2013
Q4 | $858K | Hold |
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|
2013
Q3 | $758K | Sell |
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|
2013
Q2 | $807K | Buy |
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