Merriman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Merriman Wealth Management’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
2024 Q4	$811K	Buy	3,382 +481	+17%	+$112K	0.03%	95
2024 Q3	$612K	Buy	2,901 +218	+8%	+$45.9K	0.02%	133
2024 Q2	$543K	Buy	2,683 +14	+0.5%	+$2.74K	0.02%	135
2024 Q1	$535K	Sell	2,669 -33	-1%	-$5.96K	0.02%	130
2023 Q4	$460K	Sell	2,702 -518	-16%	-$78.5K	0.02%	136
2023 Q3	$467K	Sell	3,220 -127	-4%	-$19K	0.02%	124
2023 Q2	$487K	Sell	3,347 -390	-10%	-$53.6K	0.02%	144
2023 Q1	$487K	Sell	3,737 -51	-1%	-$6.99K	0.03%	134
2022 Q4	$508K	Sell	3,788 -87	-2%	-$11K	0.03%	142
2022 Q3	$405K	Buy	3,875 +219	+6%	+$25.1K	0.03%	113
2022 Q2	$412K	Sell	3,656 -379	-9%	-$47K	0.03%	109
2022 Q1	$550K	Sell	4,035 -673	-14%	-$99.3K	0.05%	116
2021 Q4	$746K	Buy	4,708 +635	+16%	+$104K	0.05%	124
2021 Q3	$667K	Sell	4,073 -569	-12%	-$89.2K	0.06%	120
2021 Q2	$722K	Buy	4,642 +194	+4%	+$30.5K	0.06%	136
2021 Q1	$677K	Sell	4,448 -539	-11%	-$77.5K	0.08%	110
2020 Q4	$634K	Buy	4,987 +1,012	+25%	+$113K	0.07%	130
2020 Q3	$383K	Sell	3,975 -67	-2%	-$6.58K	0.06%	120
2020 Q2	$380K	Sell	4,042 -2,238	-36%	-$212K	0.06%	121
2020 Q1	$565K	Sell	6,280 -34	-0.5%	-$4.13K	0.12%	81
2019 Q4	$880K	Buy	6,314 +380	+6%	+$48.7K	0.17%	100
2019 Q3	$698K	Buy	5,934 +197	+3%	+$22.3K	0.14%	102
2019 Q2	$6.52K	Buy	5,737 +21	+0.4%	+$2.31K	0.13%	106
2019 Q1	$579K	Sell	5,716 -25	-0.4%	-$2.58K	0.11%	120
2018 Q4	$578K	Buy	5,741 +293	+5%	+$31.2K	0.12%	82
2018 Q3	$615K	Sell	5,448 -200	-4%	-$22.7K	0.13%	101
2018 Q2	$589K	Sell	5,648 -92	-2%	-$10.1K	0.13%	100
2018 Q1	$631K	Buy	5,740 +481	+9%	+$54.5K	0.17%	106
2017 Q4	$562K	Buy	5,259 +1,570	+43%	+$159K	0.14%	111
2017 Q3	$352K	Buy	3,689 +1,368	+59%	+$126K	0.08%	121
2017 Q2	$212K	Buy	+2,321	New	+$200K	0.06%	109
2016 Q3	–	Sell	-3,533	Closed	-$220K	–	142
2016 Q2	$220K	Buy	+3,533	New	+$221K	0.06%	95