Merriman Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $811K | Buy |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $467K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $405K | Buy |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $746K | Buy |
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|
2021
Q3 | $667K | Sell |
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|
2021
Q2 | $722K | Buy |
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|
2021
Q1 | $677K | Sell |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $880K | Buy |
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|
2019
Q3 | $698K | Buy |
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|
2019
Q2 | $6.52K | Buy |
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|
2019
Q1 | $579K | Sell |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | $615K | Sell |
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|
2018
Q2 | $589K | Sell |
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|
2018
Q1 | $631K | Buy |
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|
2017
Q4 | $562K | Buy |
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|
2017
Q3 | $352K | Buy |
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|
2017
Q2 | $212K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $220K | Buy |
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