Meritage Portfolio Management’s JPMorgan Chase JPM Stock Holding History

Meritage Portfolio Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.1M	Sell	58,953 -1,053	-2%	-$305K	1.08%	16
2025 Q1	$14.7M	Buy	60,006 +6,007	+11%	+$1.47M	0.98%	21
2024 Q4	$12.9M	Sell	53,999 -981	-2%	-$235K	0.8%	28
2024 Q3	$11.6M	Sell	54,980 -1,064	-2%	-$224K	0.71%	28
2024 Q2	$11.3M	Sell	56,044 -716	-1%	-$145K	0.72%	26
2024 Q1	$11.4M	Sell	56,760 -3,560	-6%	-$713K	0.72%	28
2023 Q4	$10.3M	Buy	60,320 +843	+1%	+$143K	0.68%	31
2023 Q3	$8.63M	Sell	59,477 -861	-1%	-$125K	0.64%	36
2023 Q2	$8.78M	Sell	60,338 -3,327	-5%	-$484K	0.62%	35
2023 Q1	$8.3M	Buy	63,665 +12,238	+24%	+$1.59M	0.62%	38
2022 Q4	$6.9M	Buy	51,427 +10,510	+26%	+$1.41M	0.54%	55
2022 Q3	$4.28M	Sell	40,917 -13,501	-25%	-$1.41M	0.35%	88
2022 Q2	$6.13M	Buy	54,418 +698	+1%	+$78.6K	0.48%	66
2022 Q1	$7.32M	Buy	53,720 +14,982	+39%	+$2.04M	0.45%	66
2021 Q4	$6.13M	Buy	38,738 +381	+1%	+$60.3K	0.35%	84
2021 Q3	$6.28M	Buy	38,357 +389	+1%	+$63.7K	0.38%	71
2021 Q2	$5.91M	Buy	37,968 +1,038	+3%	+$161K	0.36%	82
2021 Q1	$5.62M	Buy	36,930 +6,082	+20%	+$926K	0.37%	74
2020 Q4	$3.92M	Buy	30,848 +1,803	+6%	+$229K	0.29%	78
2020 Q3	$2.8M	Buy	29,045 +286	+1%	+$27.5K	0.25%	105
2020 Q2	$2.71M	Buy	28,759 +270	+0.9%	+$25.4K	0.26%	115
2020 Q1	$2.57M	Sell	28,489 -2,160	-7%	-$194K	0.35%	87
2019 Q4	$4.27M	Sell	30,649 -637	-2%	-$88.8K	0.38%	81
2019 Q3	$3.68M	Buy	31,286 +23,199	+287%	+$2.73M	0.35%	85
2019 Q2	$904K	Buy	+8,087	New	+$904K	0.09%	150
2018 Q4	–	Sell	-1,934	Closed	-$218K	–	192
2018 Q3	$218K	Hold	1,934	–	–	0.02%	194
2018 Q2	$202K	Hold	1,934	–	–	0.02%	202
2018 Q1	$213K	Hold	1,934	–	–	0.02%	196
2017 Q4	$207K	Sell	1,934 -273	-12%	-$29.2K	0.02%	191
2017 Q3	$211K	Hold	2,207	–	–	0.02%	195
2017 Q2	$202K	Buy	+2,207	New	+$202K	0.02%	195