Merit Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
151,463
+40,053
| +36% | +$11.6M | 0.49% | 42 |
|
|
2025
Q1 | $27.3M | Buy |
111,410
+15,781
| +17% | +$3.87M | 0.41% | 48 |
|
|
2024
Q4 | $22.9M | Buy |
95,629
+27,264
| +40% | +$6.54M | 0.41% | 44 |
|
|
2024
Q3 | $14.4M | Sell |
68,365
-13,701
| -17% | -$2.89M | 0.32% | 53 |
|
|
2024
Q2 | $16.6M | Buy |
82,066
+5,995
| +8% | +$1.21M | 0.37% | 46 |
|
|
2024
Q1 | $14.5M | Buy |
76,071
+30,977
| +69% | +$5.9M | 0.35% | 48 |
|
|
2023
Q4 | $7.67M | Sell |
45,094
-15,211
| -25% | -$2.59M | 0.23% | 65 |
|
|
2023
Q3 | $8.75M | Buy |
60,305
+5,114
| +9% | +$742K | 0.29% | 58 |
|
|
2023
Q2 | $8.03M | Buy |
55,191
+45
| +0.1% | +$6.55K | 0.26% | 61 |
|
|
2023
Q1 | $7.19M | Buy |
55,146
+1,464
| +3% | +$191K | 0.26% | 64 |
|
|
2022
Q4 | $7.2M | Buy |
53,682
+5,978
| +13% | +$802K | 0.26% | 60 |
|
|
2022
Q3 | $4.99M | Sell |
47,704
-15,821
| -25% | -$1.65M | 0.22% | 61 |
|
|
2022
Q2 | $7.15M | Buy |
63,525
+36,287
| +133% | +$4.09M | 0.22% | 57 |
|
|
2022
Q1 | $3.71M | Buy |
27,238
+4,904
| +22% | +$668K | 0.22% | 72 |
|
|
2021
Q4 | $3.54M | Buy |
22,334
+362
| +2% | +$57.3K | 0.35% | 34 |
|
|
2021
Q3 | $3.6M | Buy |
21,972
+981
| +5% | +$161K | 0.38% | 31 |
|
|
2021
Q2 | $3.27M | Sell |
20,991
-265
| -1% | -$41.2K | 0.31% | 35 |
|
|
2021
Q1 | $3.24M | Buy |
21,256
+4,336
| +26% | +$660K | 0.34% | 31 |
|
|
2020
Q4 | $2.15M | Sell |
16,920
-1,055
| -6% | -$134K | 0.21% | 42 |
|
|
2020
Q3 | $1.73M | Buy |
17,975
+212
| +1% | +$20.4K | 0.16% | 51 |
|
|
2020
Q2 | $1.67M | Buy |
17,763
+1,112
| +7% | +$105K | 0.17% | 48 |
|
|
2020
Q1 | $1.5M | Buy |
16,651
+328
| +2% | +$29.5K | 0.17% | 50 |
|
|
2019
Q4 | $2.28M | Buy |
16,323
+14,390
| +744% | +$2.01M | 0.2% | 36 |
|
|
2019
Q3 | $227K | Buy |
+1,933
| New | +$227K | 0.02% | 129 |
|
|
2019
Q1 | – | Sell |
-2,704
| Closed | -$227K | – | 122 |
|
|
2018
Q4 | $227K | Buy |
2,704
+16
| +0.6% | +$1.34K | 0.03% | 101 |
|
|
2018
Q3 | $261K | Buy |
+2,688
| New | +$261K | 0.04% | 102 |
|