A detailed history of Meritage Portfolio Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Meritage Portfolio Management holds 54,980 shares of JPM stock, worth $13.7 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
54,980
Previous 56,044 1.9%
Holding current value
$13.7 Million
Previous $11.3 Million 2.28%
% of portfolio
0.71%
Previous 0.72%

Shares

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

Nov 04, 2024

SELL
$194.9 - $224.8 $207,373 - $239,187
-1,064 Reduced 1.9%
54,980 $11.6 Million
Q2 2024

Aug 08, 2024

SELL
$180.08 - $204.79 $128,937 - $146,629
-716 Reduced 1.26%
56,044 $11.3 Million
Q1 2024

Apr 29, 2024

SELL
$167.09 - $200.3 $594,840 - $713,068
-3,560 Reduced 5.9%
56,760 $11.4 Million
Q4 2023

Feb 02, 2024

BUY
$135.69 - $170.3 $114,386 - $143,562
843 Added 1.42%
60,320 $10.3 Million
Q3 2023

Oct 30, 2023

SELL
$143.21 - $158.0 $123,303 - $136,038
-861 Reduced 1.43%
59,477 $8.63 Million
Q2 2023

Jul 31, 2023

SELL
$127.47 - $145.44 $424,092 - $483,878
-3,327 Reduced 5.23%
60,338 $8.78 Million
Q1 2023

Apr 25, 2023

BUY
$124.91 - $143.8 $1.53 Million - $1.76 Million
12,238 Added 23.8%
63,665 $8.3 Million
Q4 2022

Feb 01, 2023

BUY
$101.96 - $137.84 $1.07 Million - $1.45 Million
10,510 Added 25.69%
51,427 $6.9 Million
Q3 2022

Oct 25, 2022

SELL
$20.73 - $120.58 $279,875 - $1.63 Million
-13,501 Reduced 24.81%
40,917 $4.28 Million
Q2 2022

Jul 25, 2022

BUY
$112.61 - $135.91 $78,601 - $94,865
698 Added 1.3%
54,418 $6.13 Million
Q1 2022

Apr 25, 2022

BUY
$128.3 - $168.44 $1.92 Million - $2.52 Million
14,982 Added 38.68%
53,720 $7.32 Million
Q4 2021

Jan 28, 2022

BUY
$153.94 - $171.78 $58,651 - $65,448
381 Added 0.99%
38,738 $6.13 Million
Q3 2021

Oct 26, 2021

BUY
$146.97 - $166.98 $57,171 - $64,955
389 Added 1.02%
38,357 $6.28 Million
Q2 2021

Jul 26, 2021

BUY
$147.37 - $166.44 $152,970 - $172,764
1,038 Added 2.81%
37,968 $5.91 Million
Q1 2021

Apr 27, 2021

BUY
$125.65 - $157.65 $764,203 - $958,827
6,082 Added 19.72%
36,930 $5.62 Million
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $174,061 - $229,107
1,803 Added 6.21%
30,848 $3.92 Million
Q3 2020

Oct 26, 2020

BUY
$91.28 - $103.82 $26,106 - $29,692
286 Added 0.99%
29,045 $2.8 Million
Q2 2020

Jul 27, 2020

BUY
$84.03 - $113.45 $22,688 - $30,631
270 Added 0.95%
28,759 $2.71 Million
Q1 2020

Apr 27, 2020

SELL
$79.03 - $141.09 $170,704 - $304,754
-2,160 Reduced 7.05%
28,489 $2.57 Million
Q4 2019

Jan 27, 2020

SELL
$111.82 - $139.4 $71,229 - $88,797
-637 Reduced 2.04%
30,649 $4.27 Million
Q3 2019

Oct 25, 2019

BUY
$104.8 - $120.23 $2.43 Million - $2.79 Million
23,199 Added 286.87%
31,286 $3.68 Million
Q2 2019

Jul 30, 2019

BUY
$104.64 - $116.12 $846,223 - $939,062
8,087 New
8,087 $904,000
Q4 2018

Jan 25, 2019

SELL
$92.14 - $115.32 $178,198 - $223,028
-1,934 Closed
0 $0
Q4 2017

Jan 29, 2018

SELL
$95.86 - $107.83 $26,169 - $29,437
-273 Reduced 12.37%
1,934 $207,000
Q3 2017

Oct 16, 2017

BUY
$88.42 - $95.51 $195,142 - $210,790
2,207
2,207 $211,000

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 $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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