Merrion Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
4,144
-325
| -7% | -$94.2K | 0.78% | 31 |
|
|
2025
Q1 | $1.1M | Sell |
4,469
-175
| -4% | -$42.9K | 0.79% | 30 |
|
|
2024
Q4 | $1.11M | Hold |
4,644
| – | – | 0.77% | 28 |
|
|
2024
Q3 | $979K | Hold |
4,644
| – | – | 0.65% | 35 |
|
|
2024
Q2 | $939K | Buy |
4,644
+100
| +2% | +$20.2K | 0.65% | 34 |
|
|
2024
Q1 | $910K | Hold |
4,544
| – | – | 0.65% | 35 |
|
|
2023
Q4 | $773K | Hold |
4,544
| – | – | 0.61% | 35 |
|
|
2023
Q3 | $659K | Hold |
4,544
| – | – | 0.57% | 33 |
|
|
2023
Q2 | $661K | Hold |
4,544
| – | – | 0.56% | 35 |
|
|
2023
Q1 | $592K | Hold |
4,544
| – | – | 0.57% | 37 |
|
|
2022
Q4 | $609K | Hold |
4,544
| – | – | 0.57% | 38 |
|
|
2022
Q3 | $474K | Hold |
4,544
| – | – | 0.47% | 46 |
|
|
2022
Q2 | $512K | Hold |
4,544
| – | – | 0.5% | 45 |
|
|
2022
Q1 | $619K | Hold |
4,544
| – | – | 0.45% | 45 |
|
|
2021
Q4 | $719K | Hold |
4,544
| – | – | 0.53% | 39 |
|
|
2021
Q3 | $743K | Hold |
4,544
| – | – | 0.57% | 38 |
|
|
2021
Q2 | $706K | Hold |
4,544
| – | – | 0.54% | 41 |
|
|
2021
Q1 | $691K | Hold |
4,544
| – | – | 0.58% | 40 |
|
|
2020
Q4 | $577K | Buy |
+4,544
| New | +$577K | 0.49% | 41 |
|