A detailed history of Meadow Creek Wealth Advisors LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 11,384 shares of JPM stock, worth $2.34 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
11,384
Previous 10,275 10.79%
Holding current value
$2.34 Million
Previous $1.75 Million 30.51%
% of portfolio
1.6%
Previous 1.71%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$167.09 - $200.3 $185,302 - $222,132
1,109 Added 10.79%
11,384 $2.28 Million
Q4 2023

Jan 18, 2024

BUY
$135.69 - $170.3 $101,496 - $127,384
748 Added 7.85%
10,275 $1.75 Million
Q3 2022

Oct 14, 2022

BUY
$20.73 - $120.58 $269 - $1,567
13 Added 0.14%
9,527 $996,000
Q2 2022

Jul 12, 2022

BUY
$112.61 - $135.91 $13,175 - $15,901
117 Added 1.25%
9,514 $1.07 Million
Q1 2022

Apr 13, 2022

SELL
$128.3 - $168.44 $85,576 - $112,349
-667 Reduced 6.63%
9,397 $1.28 Million
Q4 2021

Feb 09, 2022

BUY
$153.94 - $171.78 $228,600 - $255,093
1,485 Added 17.31%
10,064 $1.59 Million
Q4 2019

May 07, 2020

SELL
$111.82 - $139.4 $527,343 - $657,410
-4,716 Reduced 35.47%
8,579 $1.2 Million
Q4 2019

Feb 03, 2020

BUY
$111.82 - $139.4 $1.49 Million - $1.85 Million
13,295 New
13,295 $1.82 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $602B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Meadow Creek Wealth Advisors LLC Portfolio

Follow Meadow Creek Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meadow Creek Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Creek Wealth Advisors LLC with notifications on news.