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

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

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About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
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 ...

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