A detailed history of Meridian Wealth Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 3,840 shares of JPM stock, worth $1.01 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,840
Previous 4,386 12.45%
Holding current value
$1.01 Million
Previous $887,000 8.79%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Nov 08, 2024

SELL
$194.9 - $224.8 $106,415 - $122,740
-546 Reduced 12.45%
3,840 $809,000
Q2 2024

Aug 09, 2024

BUY
$180.08 - $204.79 $43,399 - $49,354
241 Added 5.81%
4,386 $887,000
Q1 2024

May 10, 2024

BUY
$167.09 - $200.3 $46,116 - $55,282
276 Added 7.13%
4,145 $830,000
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $33,244 - $41,723
245 Added 6.76%
3,869 $658,000
Q3 2023

Nov 03, 2023

BUY
$143.21 - $158.0 $3,437 - $3,792
24 Added 0.67%
3,624 $525,000
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $16,826 - $19,198
132 Added 3.81%
3,600 $523,000
Q1 2023

May 04, 2023

BUY
$124.91 - $143.8 $47,340 - $54,500
379 Added 12.27%
3,468 $451,000
Q4 2022

Feb 14, 2023

SELL
$101.96 - $137.84 $4,996 - $6,754
-49 Reduced 1.56%
3,089 $414,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $1,865 - $10,852
90 Added 2.95%
3,138 $328,000
Q2 2022

Aug 15, 2022

BUY
$112.61 - $135.91 $165,761 - $200,059
1,472 Added 93.4%
3,048 $343,000
Q1 2022

May 13, 2022

SELL
$128.3 - $168.44 $158,450 - $208,023
-1,235 Reduced 43.93%
1,576 $214,000
Q4 2021

Feb 15, 2022

BUY
$153.94 - $171.78 $92,979 - $103,755
604 Added 27.37%
2,811 $446,000
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $7,789 - $8,849
53 Added 2.46%
2,207 $361,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $5,010 - $5,658
34 Added 1.6%
2,154 $335,000
Q1 2021

May 17, 2021

BUY
$125.65 - $157.65 $9,046 - $11,350
72 Added 3.52%
2,120 $323,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $4,344 - $5,718
45 Added 2.25%
2,048 $260,000
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $3,286 - $3,737
-36 Reduced 1.77%
2,003 $193,000
Q2 2020

Aug 12, 2020

BUY
$84.03 - $113.45 $10,167 - $13,727
121 Added 6.31%
2,039 $192,000
Q1 2020

May 15, 2020

BUY
$79.03 - $141.09 $2,845 - $5,079
36 Added 1.91%
1,918 $173,000
Q4 2019

Feb 14, 2020

BUY
$111.82 - $139.4 $210,445 - $262,350
1,882 New
1,882 $262,000

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 $771B
  • 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 Meridian Wealth Partners, LLC Portfolio

Follow Meridian Wealth Partners, 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 Meridian Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Partners, LLC with notifications on news.