Merrion Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Hold |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.11M | Hold |
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|
2024
Q3 | $979K | Hold |
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|
2024
Q2 | $939K | Buy |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $773K | Hold |
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|
2023
Q3 | $659K | Hold |
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|
2023
Q2 | $661K | Hold |
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|
2023
Q1 | $592K | Hold |
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|
2022
Q4 | $609K | Hold |
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|
2022
Q3 | $474K | Hold |
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|
2022
Q2 | $512K | Hold |
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|
2022
Q1 | $619K | Hold |
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|
2021
Q4 | $719K | Hold |
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|
2021
Q3 | $743K | Hold |
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|
2021
Q2 | $706K | Hold |
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|
2021
Q1 | $691K | Hold |
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|
2020
Q4 | $577K | Buy |
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