Meriwether Wealth & Planning’s JPMorgan Chase JPM Stock Holding History

Meriwether Wealth & Planning’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.59M	Sell
2025 Q2	$4.29M	Sell
2025 Q1	$3.91M	Buy
2024 Q4	$3.69M	Buy