Meriwether Wealth & Planning, LLC JPM Holdings History
Meriwether Wealth & Planning, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 14,802.00 shares of JPMorgan Chase & Co(JPM), totaling $4.29 Mil. This investment constitutes 2.69% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2024Q4. And since then Meriwether Wealth & Planning, LLC has made 1 purchases of JPM, at an average price of $234.07, for a total of 15,931.00 shares. In addition, there have been 1 sales at an average price of $255.03 for 1,129.00 shares. Based on historical transaction data and JPM's current price of $291.27, Meriwether Wealth & Planning, LLC's estimated gain on his JPM holdings is $870,284.90, reflecting a 23.34% gain to date.
Meriwether Wealth & Planning, LLC JPM ($291.27) Holding Chart
Meriwether Wealth & Planning, LLC JPM ($291.27) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
