A detailed history of Meridian Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 197,560 shares of JPM stock, worth $49.1 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
197,560
Previous 193,676 2.01%
Holding current value
$49.1 Million
Previous $39.2 Million 6.3%
% of portfolio
2.08%
Previous 4.78%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $756,991 - $873,123
3,884 Added 2.01%
197,560 $41.6 Million
Q2 2024

Aug 08, 2024

BUY
$180.08 - $204.79 $34.9 Million - $39.7 Million
193,676 New
193,676 $39.2 Million
Q4 2023

Feb 08, 2024

BUY
$135.69 - $170.3 $5.76 Million - $7.22 Million
42,424 Added 31.06%
178,990 $30.4 Million
Q3 2023

Oct 17, 2023

BUY
$143.21 - $158.0 $2.05 Million - $2.26 Million
14,310 Added 11.7%
136,566 $19.8 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $72,530 - $82,755
569 Added 0.47%
122,256 $17.8 Million
Q1 2023

May 12, 2023

BUY
$124.91 - $143.8 $102,551 - $118,059
821 Added 0.68%
121,687 $15.9 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $876,448 - $1.18 Million
8,596 Added 7.66%
120,866 $16.2 Million
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $29,415 - $171,103
1,419 Added 1.28%
112,270 $11.7 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $725,095 - $875,124
6,439 Added 6.17%
110,851 $12.5 Million
Q1 2022

May 12, 2022

SELL
$128.3 - $168.44 $672,933 - $883,467
-5,245 Reduced 4.78%
104,412 $14.2 Million
Q4 2021

Jan 27, 2022

BUY
$153.94 - $171.78 $314,653 - $351,118
2,044 Added 1.9%
109,657 $17.4 Million
Q3 2021

Oct 15, 2021

BUY
$146.97 - $166.98 $85,830 - $97,516
584 Added 0.55%
107,613 $17.6 Million
Q2 2021

Jul 22, 2021

BUY
$147.37 - $166.44 $680,112 - $768,120
4,615 Added 4.51%
107,029 $16.6 Million
Q1 2021

May 07, 2021

BUY
$125.65 - $157.65 $520,944 - $653,616
4,146 Added 4.22%
102,414 $15.6 Million
Q4 2020

Jan 19, 2021

BUY
$96.54 - $127.07 $1.51 Million - $1.99 Million
15,636 Added 18.92%
98,268 $12.5 Million
Q3 2020

Oct 09, 2020

SELL
$91.28 - $103.82 $281,598 - $320,284
-3,085 Reduced 3.6%
82,632 $7.96 Million
Q2 2020

Jul 15, 2020

BUY
$84.03 - $113.45 $263,854 - $356,233
3,140 Added 3.8%
85,717 $8.06 Million
Q1 2020

Apr 16, 2020

BUY
$79.03 - $141.09 $372,231 - $664,533
4,710 Added 6.05%
82,577 $7.43 Million
Q4 2019

Jan 09, 2020

BUY
$111.82 - $139.4 $395,954 - $493,615
3,541 Added 4.76%
77,867 $10.9 Million
Q3 2019

Nov 08, 2019

SELL
$104.8 - $120.23 $114,965 - $131,892
-1,097 Reduced 1.45%
74,326 $8.75 Million
Q2 2019

Jul 19, 2019

BUY
$104.64 - $116.12 $206,454 - $229,104
1,973 Added 2.69%
75,423 $84.3 Million
Q1 2019

May 15, 2019

BUY
$97.11 - $107.19 $166,640 - $183,938
1,716 Added 2.39%
73,450 $74.4 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $957,518 - $1.2 Million
10,392 Added 16.94%
71,734 $7 Million
Q3 2018

Oct 19, 2018

SELL
$103.61 - $118.63 $84,856 - $97,157
-819 Reduced 1.32%
61,342 $6.92 Million
Q2 2018

Aug 06, 2018

BUY
$103.24 - $114.29 $130,495 - $144,462
1,264 Added 2.08%
62,161 $6.48 Million
Q1 2018

May 08, 2018

BUY
$107.01 - $118.77 $384,058 - $426,265
3,589 Added 6.26%
60,897 $6.7 Million
Q4 2017

Jan 30, 2018

BUY
$95.86 - $107.83 $44,574 - $50,140
465 Added 0.82%
57,308 $5.54 Million
Q3 2017

Oct 31, 2017

BUY
$88.42 - $95.51 $5.03 Million - $5.43 Million
56,843
56,843 $5.44 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 $729B
  • 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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