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JPL Wealth Management’s First Merchants FRME Stock Holding History

JPL Wealth Management’s Portfolio FRME Stock Details FRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.3K Hold
350
– – ﹤0.01% 487
2026
Q1 		$13.6K Buy
+350
New +$13.7K ﹤0.01% 469
2025
Q4 		– Sell
-350
Closed -$13.2K – 486
2025
Q3 		$13.2K Buy
+350
New +$14K ﹤0.01% 483

Other funds holding FRME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

JPL Wealth Management's FRME Position: Q2 2026 in Review

JPL Wealth Management held its First Merchants (FRME) position steady in Q2 2026 at 350 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

JPL Wealth Management first reported a position in FRME in Q3 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FRME as of Q2 2026.

  • JPL Wealth Management held 350 shares of First Merchants worth $15.3K as of Q2 2026.
  • JPL Wealth Management left its First Merchants share count unchanged in Q2 2026.
  • First Merchants made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #487 holding.
  • JPL Wealth Management first reported a position in First Merchants in Q3 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held First Merchants as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.