A detailed history of Meriwether Wealth & Planning, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 14,558 shares of JPM stock, worth $4.37 Million. This represents 2.66% of its overall portfolio holdings.

Number of Shares
14,558
Previous 14,802 1.65%
Holding current value
$4.37 Million
Previous $4.29 Billion 7.01%
% of portfolio
2.66%
Previous 2.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

SELL
$282.78 - $316.06 $68,998 - $77,118
-244 Reduced 1.65%
14,558 $4.59 Billion
Q2 2025

Jul 11, 2025

SELL
$210.28 - $289.91 $237,406 - $327,308
-1,129 Reduced 7.09%
14,802 $4.29 Billion
Q1 2025

Apr 21, 2025

BUY
$225.19 - $279.95 $123,404 - $153,412
548 Added 3.56%
15,931 $3.91 Billion
Q4 2024

Feb 07, 2025

BUY
$205.18 - $250.29 $3.16 Million - $3.85 Million
15,383 New
15,383 $3.69 Billion

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 $881B
  • 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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