Number of Shares
57,189.00
Current Holdings Value*
$14.03 Mil
% of Portfolio
2.38%
Total Estimate Gain
$9.26 Mil
% of Total Estimate Gain
110.55%

Meridian Wealth Advisors, LLC's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 57,189.00 shares of JPMorgan Chase & Co(JPM), totaling $14.03 Mil. This investment constitutes 2.38% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 19 purchases of JPM, at an average price of $128.93, for a total of 64,982.00 shares. In addition, there have been 6 sales at an average price of $128.30 for 7,793.00 shares. Based on historical transaction data and JPM's current price of $290.97, Meridian Wealth Advisors, LLC's estimated gain on his JPM holdings is $9.26 Mil, reflecting a 110.55% gain to date.

Meridian Wealth Advisors, LLC JPM ($290.97) Holding Chart

Meridian Wealth Advisors, LLC JPM ($290.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1