Meristem Family Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.45M | Sell |
25,273
-5,111
| -17% | -$697K | 0.37% | 31 |
|
|
2021
Q4 | $4.81M | Buy |
30,384
+122
| +0.4% | +$19.3K | 0.41% | 34 |
|
|
2021
Q3 | $4.95M | Buy |
30,262
+16,169
| +115% | +$2.65M | 0.48% | 33 |
|
|
2021
Q2 | $2.19M | Buy |
14,093
+4,068
| +41% | +$633K | 0.35% | 37 |
|
|
2021
Q1 | $1.53M | Buy |
10,025
+7
| +0.1% | +$1.07K | 0.31% | 42 |
|
|
2020
Q4 | $1.27M | Sell |
10,018
-464
| -4% | -$59K | 0.27% | 50 |
|
|
2020
Q3 | $1.01M | Sell |
10,482
-488
| -4% | -$47K | 0.26% | 58 |
|
|
2020
Q2 | $1.03M | Sell |
10,970
-1,445
| -12% | -$136K | 0.28% | 53 |
|
|
2020
Q1 | $1.12M | Buy |
12,415
+4,158
| +50% | +$374K | 0.34% | 44 |
|
|
2019
Q4 | $1.15M | Buy |
8,257
+69
| +0.8% | +$9.62K | 0.28% | 51 |
|
|
2019
Q3 | $964K | Sell |
8,188
-5,659
| -41% | -$666K | 0.26% | 55 |
|
|
2019
Q2 | $1.55M | Buy |
13,847
+8,516
| +160% | +$952K | 0.47% | 37 |
|
|
2019
Q1 | $540K | Sell |
5,331
-311
| -6% | -$31.5K | 0.18% | 71 |
|
|
2018
Q4 | $551K | Sell |
5,642
-895
| -14% | -$87.4K | 0.2% | 63 |
|
|
2018
Q3 | $738K | Buy |
6,537
+218
| +3% | +$24.6K | 0.25% | 50 |
|
|
2018
Q2 | $658K | Sell |
6,319
-130
| -2% | -$13.5K | 0.23% | 56 |
|
|
2018
Q1 | $709K | Buy |
6,449
+500
| +8% | +$55K | 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% | -$21.4K | 0.25% | 56 |
|
|
2016
Q3 | $492K | Sell |
7,392
-234
| -3% | -$15.6K | 0.21% | 62 |
|
|
2016
Q2 | $474K | Sell |
7,626
-42
| -0.5% | -$2.61K | 0.21% | 61 |
|
|
2016
Q1 | $454K | Buy |
7,668
+218
| +3% | +$12.9K | 0.2% | 66 |
|
|
2015
Q4 | $492K | Buy |
+7,450
| New | +$492K | 0.19% | 59 |
|
|
2015
Q3 | – | Sell |
-7,844
| Closed | -$532K | – | 84 |
|
|
2015
Q2 | $532K | Sell |
7,844
-835
| -10% | -$56.6K | 0.23% | 57 |
|
|
2015
Q1 | $526K | Buy |
8,679
+116
| +1% | +$7.03K | 0.22% | 65 |
|
|
2014
Q4 | $536K | Sell |
8,563
-875
| -9% | -$54.8K | 0.2% | 65 |
|
|
2014
Q3 | $569K | Sell |
9,438
-2,340
| -20% | -$141K | 0.24% | 62 |
|
|
2014
Q2 | $679K | Sell |
11,778
-950
| -7% | -$54.8K | 0.28% | 52 |
|
|
2014
Q1 | $773K | Sell |
12,728
-1,943
| -13% | -$118K | 0.34% | 46 |
|
|
2013
Q4 | $858K | Hold |
14,671
| – | – | 0.35% | 45 |
|
|
2013
Q3 | $758K | Sell |
14,671
-619
| -4% | -$32K | 0.35% | 48 |
|
|
2013
Q2 | $807K | Buy |
+15,290
| New | +$807K | 0.37% | 41 |
|