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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Maridea Wealth Management's JPM Position: Q1 2026 in Review

Maridea Wealth Management reduced its JPMorgan Chase (JPM) stake by 69% in Q1 2026, selling an estimated $1.75M and leaving 2,551 shares worth $750K. The position accounts for 0.11% of the portfolio, ranked #192.

Maridea Wealth Management first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Maridea Wealth Management held 2,551 shares of JPMorgan Chase worth $750K as of Q1 2026.
  • Maridea Wealth Management sold 5,766 JPMorgan Chase shares in Q1 2026, an estimated $1.75M.
  • JPMorgan Chase made up 0.11% of Maridea Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Maridea Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's JPMorgan Chase position peaked at $2.68M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.