6 Meridian’s JPMorgan Chase JPM Stock Holding History

6 Meridian’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$2.02M	Sell	12,784 -142	-1%	-$23.3K	0.15%	87
2021 Q3	$2.12M	Buy	+12,926	New	+$2.03M	0.17%	83
2021 Q1	–	Sell	-47,931	Closed	-$6.09M	–	427
2020 Q4	$6.09M	Sell	47,931 -4,056	-8%	-$453K	0.58%	26
2020 Q3	$5M	Buy	51,987 +9,667	+23%	+$949K	0.52%	29
2020 Q2	$3.98M	Sell	42,320 -80,790	-66%	-$7.67M	0.42%	40
2020 Q1	$11.1M	Buy	123,110 +48,953	+66%	+$5.95M	1.16%	22
2019 Q4	$10.3M	Buy	74,157 +47	+0.1%	+$6.03K	0.9%	27
2019 Q3	$8.72M	Sell	74,110 -1,859	-2%	-$210K	0.85%	28
2019 Q2	$8.49M	Buy	75,969 +233	+0.3%	+$25.7K	0.85%	34
2019 Q1	$7.67M	Buy	75,736 +62,036	+453%	+$6.39M	0.77%	41
2018 Q4	$1.34M	Sell	13,700 -1,300	-9%	-$139K	0.15%	88
2018 Q3	$1.69M	Buy	+15,000	New	+$1.7M	0.17%	84
2018 Q1	–	Sell	-138,288	Closed	-$14.8M	–	466
2017 Q4	$14.8M	Buy	+138,288	New	+$14M	1.71%	14

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

6 Meridian's JPM Position: Q4 2021 in Review

6 Meridian reduced its JPMorgan Chase (JPM) stake by 1.1% in Q4 2021, selling an estimated $23.3K and leaving 12,784 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #87.

6 Meridian first reported a position in JPM in Q4 2017 and has held it in 13 quarters since. The position peaked at $14.8M in Q4 2017. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

6 Meridian held 12,784 shares of JPMorgan Chase worth $2.02M as of Q4 2021.
6 Meridian sold 142 JPMorgan Chase shares in Q4 2021, an estimated $23.3K.
JPMorgan Chase made up 0.15% of 6 Meridian's portfolio in Q4 2021, its #87 holding.
6 Meridian first reported a position in JPMorgan Chase in Q4 2017 and has held it in 13 quarters since.
6 Meridian's JPMorgan Chase position peaked at $14.8M in Q4 2017.
3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.