Meridian Financial’s JPMorgan Chase JPM Stock Holding History

Meridian Financial’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	$953K	Buy	2,912 +50	+2%	+$15.5K	0.46%	51
2026 Q1	$842K	Sell	2,862 -3	-0.1%	-$910	0.46%	48
2025 Q4	$923K	Sell	2,865 -230	-7%	-$71.2K	0.5%	46
2025 Q3	$976K	Hold	3,095	–	–	0.55%	39
2025 Q2	$897K	Hold	3,095	–	–	0.58%	37
2025 Q1	$759K	Sell	3,095 -15	-0.5%	-$3.82K	0.53%	41
2024 Q4	$746K	Sell	3,110 -575	-16%	-$134K	0.51%	41
2024 Q3	$777K	Hold	3,685	–	–	0.52%	42
2024 Q2	$745K	Sell	3,685 -25	-0.7%	-$4.89K	0.54%	40
2024 Q1	$743K	Hold	3,710	–	–	0.55%	37
2023 Q4	$631K	Buy	3,710 +225	+6%	+$34.1K	0.5%	40
2023 Q3	$505K	Buy	3,485 +30	+0.9%	+$4.5K	0.47%	45
2023 Q2	$503K	Hold	3,455	–	–	0.45%	46
2023 Q1	$450K	Sell	3,455 -470	-12%	-$64.4K	0.44%	47
2022 Q4	$526K	Buy	3,925 +17	+0.4%	+$2.15K	0.55%	40
2022 Q3	$408K	Buy	3,908 +90	+2%	+$10.3K	0.47%	48
2022 Q2	$430K	Buy	3,818 +6	+0.2%	+$743	0.48%	48
2022 Q1	$520K	Buy	3,812 +4	+0.1%	+$590	0.54%	41
2021 Q4	$603K	Buy	+3,808	New	+$625K	0.56%	41

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Meridian Financial's JPM Position: Q2 2026 in Review

Meridian Financial increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,912 shares worth $953K. The position accounts for 0.46% of the portfolio, ranked #51.

Meridian Financial first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $976K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Meridian Financial held 2,912 shares of JPMorgan Chase worth $953K as of Q2 2026.
Meridian Financial bought 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
JPMorgan Chase made up 0.46% of Meridian Financial's portfolio in Q2 2026, its #51 holding.
Meridian Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's JPMorgan Chase position peaked at $976K in Q3 2025.
2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.