A detailed history of Meridian Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 57,715 shares of JPM stock, worth $13.8 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
57,715
Previous 56,232 2.64%
Holding current value
$13.8 Million
Previous $11.4 Million 6.96%
% of portfolio
2.27%
Previous 2.25%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$194.9 - $224.8 $289,036 - $333,378
1,483 Added 2.64%
57,715 $12.2 Million
Q2 2024

Aug 02, 2024

BUY
$180.08 - $204.79 $236,084 - $268,479
1,311 Added 2.39%
56,232 $11.4 Million
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $316,134 - $378,967
1,892 Added 3.57%
54,921 $11 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $133,111 - $167,064
981 Added 1.88%
53,029 $9.02 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $139,486 - $153,892
974 Added 1.91%
52,048 $7.55 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $112,428 - $128,278
882 Added 1.76%
51,074 $7.43 Million
Q1 2023

May 01, 2023

BUY
$124.91 - $143.8 $274,552 - $316,072
2,198 Added 4.58%
50,192 $6.54 Million
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $322,193 - $435,574
3,160 Added 7.05%
47,994 $0
Q3 2022

Oct 19, 2022

SELL
$20.73 - $120.58 $45,564 - $265,034
-2,198 Reduced 4.67%
44,834 $4.69 Million
Q2 2022

Jul 26, 2022

BUY
$112.61 - $135.91 $379,045 - $457,473
3,366 Added 7.71%
47,032 $5.3 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $740,419 - $972,067
5,771 Added 15.23%
43,666 $5.95 Million
Q4 2021

Feb 02, 2022

BUY
$153.94 - $171.78 $81,742 - $91,215
531 Added 1.42%
37,895 $6 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $124,924 - $141,933
850 Added 2.33%
37,364 $6.12 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $538,195 - $607,838
3,652 Added 11.11%
36,514 $5.68 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $814,337 - $1.02 Million
6,481 Added 24.57%
32,862 $5 Million
Q4 2020

May 07, 2021

BUY
$96.54 - $127.07 $2.37 Million - $3.11 Million
24,499 Added 1301.75%
26,381 $3.35 Million
Q4 2020

Feb 16, 2021

SELL
$96.54 - $127.07 $1.97 Million - $2.6 Million
-20,447 Reduced 91.57%
1,882 $262,000
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $53,216 - $60,527
583 Added 2.68%
22,329 $2.15 Million
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $196,378 - $265,132
2,337 Added 12.04%
21,746 $2.05 Million
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $219,387 - $391,665
-2,776 Reduced 12.51%
19,409 $1.75 Million
Q4 2019

Feb 12, 2020

SELL
$111.82 - $139.4 $180,589 - $225,131
-1,615 Reduced 6.79%
22,185 $3.09 Million
Q3 2019

Nov 08, 2019

BUY
$104.8 - $120.23 $331,377 - $380,167
3,162 Added 15.32%
23,800 $2.8 Million
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $70,945 - $78,729
-678 Reduced 3.18%
20,638 $2.36 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $29,715 - $32,800
306 Added 1.46%
21,316 $2.16 Million
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $1.94 Million - $2.42 Million
21,010 New
21,010 $2.05 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 $704B
  • 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
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