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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$811K	Buy	3,382 +481	+17%	+$115K	0.03%	95
2024 Q3	$612K	Buy	2,901 +218	+8%	+$46K	0.02%	133
2024 Q2	$543K	Buy	2,683 +14	+0.5%	+$2.83K	0.02%	135
2024 Q1	$535K	Sell	2,669 -33	-1%	-$6.61K	0.02%	130
2023 Q4	$460K	Sell	2,702 -518	-16%	-$88.1K	0.02%	135
2023 Q3	$467K	Sell	3,220 -127	-4%	-$18.4K	0.02%	124
2023 Q2	$487K	Sell	3,347 -390	-10%	-$56.7K	0.02%	143
2023 Q1	$487K	Sell	3,737 -51	-1%	-$6.65K	0.03%	133
2022 Q4	$508K	Sell	3,788 -87	-2%	-$11.7K	0.03%	142
2022 Q3	$405K	Buy	3,875 +219	+6%	+$22.9K	0.03%	113
2022 Q2	$412K	Sell	3,656 -379	-9%	-$42.7K	0.03%	109
2022 Q1	$550K	Sell	4,035 -673	-14%	-$91.7K	0.05%	116
2021 Q4	$746K	Buy	4,708 +635	+16%	+$101K	0.05%	124
2021 Q3	$667K	Sell	4,073 -569	-12%	-$93.2K	0.06%	120
2021 Q2	$722K	Buy	4,642 +194	+4%	+$30.2K	0.06%	136
2021 Q1	$677K	Sell	4,448 -539	-11%	-$82K	0.08%	110
2020 Q4	$634K	Buy	4,987 +1,012	+25%	+$129K	0.07%	130
2020 Q3	$383K	Sell	3,975 -67	-2%	-$6.46K	0.06%	120
2020 Q2	$380K	Sell	4,042 -2,238	-36%	-$210K	0.06%	121
2020 Q1	$565K	Sell	6,280 -34	-0.5%	-$3.06K	0.12%	81
2019 Q4	$880K	Buy	6,314 +380	+6%	+$53K	0.17%	100
2019 Q3	$698K	Buy	5,934 +197	+3%	+$23.2K	0.14%	102
2019 Q2	$6.52K	Buy	5,737 +21	+0.4%	+$24	0.13%	106
2019 Q1	$579K	Sell	5,716 -25	-0.4%	-$2.53K	0.11%	120
2018 Q4	$578K	Buy	5,741 +293	+5%	+$29.5K	0.12%	82
2018 Q3	$615K	Sell	5,448 -200	-4%	-$22.6K	0.13%	101
2018 Q2	$589K	Sell	5,648 -92	-2%	-$9.59K	0.13%	100
2018 Q1	$631K	Buy	5,740 +481	+9%	+$52.9K	0.17%	106
2017 Q4	$562K	Buy	5,259 +1,570	+43%	+$168K	0.14%	111
2017 Q3	$352K	Buy	3,689 +1,368	+59%	+$131K	0.08%	121
2017 Q2	$212K	Buy	+2,321	New	+$212K	0.06%	109
2016 Q3	–	Sell	-3,533	Closed	-$220K	–	142
2016 Q2	$220K	Buy	+3,533	New	+$220K	0.06%	95