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

Meriwether Wealth & Planning’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.29M Sell
14,802
-1,129
-7% -$327K 2.69% 7
2025
Q1 		$3.91M Buy
15,931
+548
+4% +$134K 2.55% 7
2024
Q4 		$3.69M Buy
+15,383
New +$3.69M 2.63% 6