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Maridea Wealth Management’s JPMorgan Chase JPM Stock Holding History

Maridea Wealth Management’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
2026
Q2 		$1.5M Buy
4,579
+2,028
+79% +$630K 0.16% 148
2026
Q1 		$750K Sell
2,551
-5,766
-69% -$1.75M 0.11% 192
2025
Q4 		$2.68M Buy
8,317
+1,220
+17% +$378K 0.4% 60
2025
Q3 		$2.15M Buy
7,097
+2,797
+65% +$832K 0.33% 72
2025
Q2 		$1.25M Buy
+4,300
New +$1.1M 0.32% 66

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Maridea Wealth Management's JPM Position: Q2 2026 in Review

Maridea Wealth Management increased its JPMorgan Chase (JPM) stake by 79% in Q2 2026, buying an estimated $630K and bringing the position to 4,579 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #148.

Maridea Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.68M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Maridea Wealth Management held 4,579 shares of JPMorgan Chase worth $1.5M as of Q2 2026.
  • Maridea Wealth Management bought 2,028 JPMorgan Chase shares in Q2 2026, an estimated $630K.
  • JPMorgan Chase made up 0.16% of Maridea Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Maridea Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Maridea Wealth Management's JPMorgan Chase position peaked at $2.68M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.