Meridian Wealth Management, LLC JPM Holdings History
Meridian Wealth Management, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Meridian Wealth Management, LLC held 193,804.00 shares of JPMorgan Chase & Co(JPM), totaling $47.54 Mil. This investment constitutes 2.3% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 21 purchases of JPM, at an average price of $161.98, for a total of 386,796.00 shares. In addition, there have been 7 sales at an average price of $178.61 for 192,992.00 shares. Based on historical transaction data and JPM's current price of $291.43, Meridian Wealth Management, LLC's estimated gain on his JPM holdings is $28.30 Mil, reflecting a 45.17% gain to date.
Meridian Wealth Management, LLC JPM ($291.43) Holding Chart
Meridian Wealth Management, LLC JPM ($291.43) 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 % | |||
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