Merit Financial Group’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 | $49.8M | Buy |
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|
2025
Q2 | $43.9M | Buy |
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|
2025
Q1 | $27.3M | Buy |
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|
2024
Q4 | $22.9M | Buy |
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|
2024
Q3 | $14.4M | Sell |
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|
2024
Q2 | $16.6M | Buy |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $7.67M | Sell |
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|
2023
Q3 | $8.75M | Buy |
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|
2023
Q2 | $8.03M | Buy |
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|
2023
Q1 | $7.19M | Buy |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q3 | $4.99M | Sell |
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|
2022
Q2 | $7.15M | Buy |
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|
2022
Q1 | $3.71M | Buy |
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|
2021
Q4 | $3.54M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.27M | Sell |
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|
2021
Q1 | $3.24M | Buy |
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|
2020
Q4 | $2.15M | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $2.27M | Buy |
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|
2019
Q3 | $227K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $227K | Buy |
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|
2018
Q3 | $261K | Buy |
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