A detailed history of Merriman Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,901 shares of JPM stock, worth $689,277. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,901
Previous 2,683 8.13%
Holding current value
$689,277
Previous $542,000 12.73%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$194.9 - $224.8 $42,488 - $49,006
218 Added 8.13%
2,901 $611,000
Q2 2024

Aug 13, 2024

BUY
$180.08 - $204.79 $2,521 - $2,867
14 Added 0.52%
2,683 $542,000
Q1 2024

May 14, 2024

SELL
$167.09 - $200.3 $5,513 - $6,609
-33 Reduced 1.22%
2,669 $534,000
Q4 2023

Feb 13, 2024

SELL
$135.69 - $170.3 $70,287 - $88,215
-518 Reduced 16.09%
2,702 $459,000
Q3 2023

Nov 13, 2023

SELL
$143.21 - $158.0 $18,187 - $20,066
-127 Reduced 3.79%
3,220 $466,000
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $49,713 - $56,721
-390 Reduced 10.44%
3,347 $486,000
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $6,370 - $7,333
-51 Reduced 1.35%
3,737 $486,000
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $8,870 - $11,992
-87 Reduced 2.25%
3,788 $508,000
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $4,539 - $26,407
219 Added 5.99%
3,875 $405,000
Q2 2022

Jul 29, 2022

SELL
$112.61 - $135.91 $42,679 - $51,509
-379 Reduced 9.39%
3,656 $411,000
Q1 2022

Apr 28, 2022

SELL
$128.3 - $168.44 $86,345 - $113,360
-673 Reduced 14.29%
4,035 $550,000
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $10,160 - $11,337
66 Added 1.42%
4,708 $746,000
Q4 2021

Feb 01, 2022

BUY
$153.94 - $171.78 $87,591 - $97,742
569 Added 13.97%
4,642 $722,000
Q3 2021

Nov 09, 2021

SELL
$146.97 - $166.98 $83,625 - $95,011
-569 Reduced 12.26%
4,073 $667,000
Q2 2021

Jul 28, 2021

BUY
$147.37 - $166.44 $28,589 - $32,289
194 Added 4.36%
4,642 $722,000
Q1 2021

May 10, 2021

SELL
$125.65 - $157.65 $67,725 - $84,973
-539 Reduced 10.81%
4,448 $677,000
Q4 2020

Feb 10, 2021

BUY
$96.54 - $127.07 $97,698 - $128,594
1,012 Added 25.46%
4,987 $634,000
Q3 2020

Oct 26, 2020

SELL
$91.28 - $103.82 $6,115 - $6,955
-67 Reduced 1.66%
3,975 $383,000
Q2 2020

Jul 31, 2020

SELL
$84.03 - $113.45 $188,059 - $253,901
-2,238 Reduced 35.64%
4,042 $380,000
Q1 2020

Apr 22, 2020

SELL
$79.03 - $141.09 $2,687 - $4,797
-34 Reduced 0.54%
6,280 $565,000
Q4 2019

Jan 23, 2020

BUY
$111.82 - $139.4 $42,491 - $52,972
380 Added 6.4%
6,314 $880,000
Q3 2019

Oct 18, 2019

BUY
$104.8 - $120.23 $20,645 - $23,685
197 Added 3.43%
5,934 $698,000
Q2 2019

Jul 31, 2019

BUY
$104.64 - $116.12 $2,197 - $2,438
21 Added 0.37%
5,737 $6.52 Million
Q1 2019

Apr 23, 2019

SELL
$97.11 - $107.19 $2,427 - $2,679
-25 Reduced 0.44%
5,716 $579,000
Q4 2018

Jan 28, 2019

BUY
$92.14 - $115.32 $26,997 - $33,788
293 Added 5.38%
5,741 $578,000
Q3 2018

Nov 06, 2018

SELL
$103.61 - $118.63 $20,722 - $23,726
-200 Reduced 3.54%
5,448 $615,000
Q2 2018

Aug 10, 2018

SELL
$103.24 - $114.29 $9,498 - $10,514
-92 Reduced 1.6%
5,648 $589,000
Q1 2018

Apr 10, 2018

BUY
$107.01 - $118.77 $51,471 - $57,128
481 Added 9.15%
5,740 $631,000
Q4 2017

Feb 05, 2018

BUY
$95.86 - $107.83 $150,500 - $169,293
1,570 Added 42.56%
5,259 $562,000
Q3 2017

Oct 19, 2017

BUY
$88.42 - $95.51 $120,958 - $130,657
1,368 Added 58.94%
3,689 $352,000
Q2 2017

Aug 07, 2017

BUY
N/A
2,321
2,321 $212,000

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 $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 ...
More about JPM
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