Merit Financial Group, LLC Jpmorgan Chase & CO Transaction History

Merit Financial Group, LLC

$4.59 Billion
Q3 2024

A detailed history of Merit Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Merit Financial Group, LLC holds 68,365 shares of JPM stock, worth $16.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

68,365

Previous 82,066 16.7%

Holding current value

$16.5 Million

Previous $16.6 Million 13.19%

% of portfolio

0.31%

Previous 0.36%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$194.9 - $224.8 $2.67 Million - $3.08 Million	-13,701 Reduced 16.7%	68,365 $14.4 Million
Q2 2024 Aug 13, 2024	BUY	$180.08 - $204.79 $1.08 Million - $1.23 Million	5,995 Added 7.88%	82,066 $16.6 Million
Q1 2024 May 06, 2024	BUY	$167.09 - $200.3 $5.18 Million - $6.2 Million	30,977 Added 68.69%	76,071 $15.2 Million
Q4 2023 Feb 06, 2024	SELL	$135.69 - $170.3 $2.06 Million - $2.59 Million	-15,211 Reduced 25.22%	45,094 $7.67 Million
Q3 2023 Nov 07, 2023	BUY	$143.21 - $158.0 $732,375 - $808,012	5,114 Added 9.27%	60,305 $8.75 Million
Q2 2023 Aug 01, 2023	BUY	$127.47 - $145.44 $5,736 - $6,544	45 Added 0.08%	55,191 $8.03 Million
Q1 2023 Apr 24, 2023	BUY	$124.91 - $143.8 $182,868 - $210,523	1,464 Added 2.73%	55,146 $7.19 Million
Q4 2022 Jan 13, 2023	BUY	$101.96 - $137.84 $609,516 - $824,007	5,978 Added 12.53%	53,682 $0
Q3 2022 Oct 31, 2022	SELL	$20.73 - $120.58 $327,969 - $1.91 Million	-15,821 Reduced 24.91%	47,704 $4.99 Million
Q2 2022 Aug 08, 2022	BUY	$112.61 - $135.91 $4.09 Million - $4.93 Million	36,287 Added 133.22%	63,525 $7.15 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $629,183 - $826,029	4,904 Added 21.96%	27,238 $3.71 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $55,726 - $62,184	362 Added 1.65%	22,334 $3.54 Million
Q3 2021 Oct 27, 2021	BUY	$146.97 - $166.98 $144,177 - $163,807	981 Added 4.67%	21,972 $3.6 Million
Q2 2021 Aug 16, 2021	SELL	$147.37 - $166.44 $39,053 - $44,106	-265 Reduced 1.25%	20,991 $3.27 Million
Q1 2021 May 18, 2021	BUY	$125.65 - $157.65 $544,818 - $683,570	4,336 Added 25.63%	21,256 $3.24 Million
Q4 2020 Feb 12, 2021	SELL	$96.54 - $127.07 $101,849 - $134,058	-1,055 Reduced 5.87%	16,920 $2.15 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $19,351 - $22,009	212 Added 1.19%	17,975 $1.73 Million
Q2 2020 Aug 13, 2020	BUY	$84.03 - $113.45 $93,441 - $126,156	1,112 Added 6.68%	17,763 $1.67 Million
Q1 2020 May 05, 2020	BUY	$79.03 - $141.09 $25,921 - $46,277	328 Added 2.01%	16,651 $1.5 Million
Q4 2019 Jan 16, 2020	BUY	$111.82 - $139.4 $1.61 Million - $2.01 Million	14,390 Added 744.44%	16,323 $2.28 Million
Q3 2019 Nov 25, 2019	BUY	$104.8 - $120.23 $202,578 - $232,404	1,933 New	1,933 $227,000
Q1 2019 May 16, 2019	SELL	$97.11 - $107.19 $262,585 - $289,841	-2,704 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$92.14 - $115.32 $1,474 - $1,845	16 Added 0.6%	2,704 $227,000
Q3 2018 Oct 25, 2018	BUY	$103.61 - $118.63 $278,503 - $318,877	2,688 New	2,688 $261,000

Others Institutions Holding JPM

# of Institutions

4,600

Shares Held

1.96B

Call Options Held

27.1M

Put Options Held

34.1M

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 $709B
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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Merit Financial Group, LLC Jpmorgan Chase & CO Transaction History