Meristem Family Wealth, LLC Jpmorgan Chase & CO Transaction History

Meristem Family Wealth, LLC

$0
Q3 2022

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $523,909 - $3.05 Million	-25,273 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$128.3 - $168.44 $655,741 - $860,896	-5,111 Reduced 16.82%	25,273 $3.45 Million
Q4 2021 Feb 10, 2022	BUY	$153.94 - $171.78 $18,780 - $20,957	122 Added 0.4%	30,384 $4.81 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $2.38 Million - $2.7 Million	16,169 Added 114.73%	30,262 $4.95 Million
Q2 2021 Aug 06, 2021	BUY	$147.37 - $166.44 $599,501 - $677,077	4,068 Added 40.58%	14,093 $2.19 Million
Q1 2021 May 12, 2021	BUY	$125.65 - $157.65 $879 - $1,103	7 Added 0.07%	10,025 $1.53 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $44,794 - $58,960	-464 Reduced 4.43%	10,018 $1.27 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $44,544 - $50,664	-488 Reduced 4.45%	10,482 $1.01 Million
Q2 2020 Aug 06, 2020	SELL	$84.03 - $113.45 $121,423 - $163,935	-1,445 Reduced 11.64%	10,970 $1.03 Million
Q1 2020 May 12, 2020	BUY	$79.03 - $141.09 $328,606 - $586,652	4,158 Added 50.36%	12,415 $1.12 Million
Q4 2019 Jan 31, 2020	BUY	$111.82 - $139.4 $7,715 - $9,618	69 Added 0.84%	8,257 $1.15 Million
Q3 2019 Nov 08, 2019	SELL	$104.8 - $120.23 $593,063 - $680,381	-5,659 Reduced 40.87%	8,188 $964,000
Q2 2019 Aug 06, 2019	BUY	$104.64 - $116.12 $891,114 - $988,877	8,516 Added 159.74%	13,847 $1.55 Million
Q1 2019 Apr 29, 2019	SELL	$97.11 - $107.19 $30,201 - $33,336	-311 Reduced 5.51%	5,331 $540,000
Q4 2018 Feb 07, 2019	SELL	$92.14 - $115.32 $82,465 - $103,211	-895 Reduced 13.69%	5,642 $551,000
Q3 2018 Nov 20, 2018	BUY	$103.61 - $118.63 $22,586 - $25,861	218 Added 3.45%	6,537 $738,000
Q2 2018 Aug 09, 2018	SELL	$103.24 - $114.29 $13,421 - $14,857	-130 Reduced 2.02%	6,319 $658,000
Q1 2018 May 14, 2018	BUY	$107.01 - $118.77 $53,505 - $59,385	500 Added 8.4%	6,449 $709,000
Q4 2017 Feb 02, 2018	BUY	$95.86 - $107.83 $570,271 - $641,480	5,949	5,949 $636,000

Others Institutions Holding JPM

# of Institutions

4,612

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $706B
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

Portfolio Update

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

News

Stay updated on Meristem Family Wealth, LLC with notifications on news.

Account