Meridian Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Meridian Investment Counsel’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	$2.92M	Buy	8,925 +90	+1%	+$27.9K	0.63%	49
2026 Q1	$2.6M	Buy	8,835 +42	+0.5%	+$12.7K	0.62%	51
2025 Q4	$2.83M	Hold	8,793	–	–	0.68%	40
2025 Q3	$2.77M	Buy	8,793 +6	+0.1%	+$1.78K	0.69%	40
2025 Q2	$2.55M	Hold	8,787	–	–	0.69%	41
2025 Q1	$2.16M	Hold	8,787	–	–	0.63%	48
2024 Q4	$2.11M	Buy	8,787 +1,982	+29%	+$462K	0.63%	43
2024 Q3	$1.43M	Hold	6,805	–	–	0.43%	72
2024 Q2	$1.38M	Buy	6,805 +1,443	+27%	+$282K	0.44%	72
2024 Q1	$1.07M	Sell	5,362 -20	-0.4%	-$3.61K	0.36%	75
2023 Q4	$915K	Sell	5,382 -1,621	-23%	-$246K	0.31%	80
2023 Q3	$1.02M	Hold	7,003	–	–	0.38%	74
2023 Q2	$1.02M	Buy	7,003 +8	+0.1%	+$1.1K	0.36%	78
2023 Q1	$912K	Hold	6,995	–	–	0.35%	81
2022 Q4	$938K	Hold	6,995	–	–	0.37%	77
2022 Q3	$731K	Buy	6,995 +265	+4%	+$30.4K	0.33%	86
2022 Q2	$758K	Hold	6,730	–	–	0.31%	87
2022 Q1	$917K	Hold	6,730	–	–	0.32%	87
2021 Q4	$1.07M	Buy	6,730 +1,621	+32%	+$266K	0.35%	81
2021 Q3	$836K	Hold	5,109	–	–	0.3%	90
2021 Q2	$795K	Sell	5,109 -1,550	-23%	-$243K	0.28%	93
2021 Q1	$1.01M	Hold	6,659	–	–	0.39%	73
2020 Q4	$846K	Hold	6,659	–	–	0.36%	76
2020 Q3	$641K	Hold	6,659	–	–	0.31%	78
2020 Q2	$626K	Buy	6,659 +1,450	+28%	+$138K	0.32%	76
2020 Q1	$469K	Hold	5,209	–	–	0.3%	85
2019 Q4	$726K	Hold	5,209	–	–	0.36%	75
2019 Q3	$613K	Hold	5,209	–	–	0.33%	81
2019 Q2	$582K	Buy	5,209 +20	+0.4%	+$2.21K	0.32%	82
2019 Q1	$525K	Hold	5,189	–	–	0.31%	87
2018 Q4	$507K	Hold	5,189	–	–	0.33%	83
2018 Q3	$586K	Hold	5,189	–	–	0.32%	86
2018 Q2	$541K	Hold	5,189	–	–	0.31%	90
2018 Q1	$571K	Hold	5,189	–	–	0.32%	84
2017 Q4	$555K	Sell	5,189 -925	-15%	-$93.7K	0.3%	86
2017 Q3	$584K	Hold	6,114	–	–	0.34%	81
2017 Q2	$559K	Hold	6,114	–	–	0.33%	85
2017 Q1	$537K	Hold	6,114	–	–	0.33%	86
2016 Q4	$528K	Hold	6,114	–	–	0.35%	79
2016 Q3	$407K	Hold	6,114	–	–	0.27%	102
2016 Q2	$380K	Buy	6,114 +925	+18%	+$57.8K	0.26%	107
2016 Q1	$307K	Sell	5,189 -600	-10%	-$35K	0.22%	122
2015 Q4	$382K	Buy	5,789 +2,355	+69%	+$153K	0.28%	98
2015 Q3	$209K	Hold	3,434	–	–	0.17%	133
2015 Q2	$233K	Hold	3,434	–	–	0.17%	137
2015 Q1	$208K	Buy	+3,434	New	+$203K	0.14%	144

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Meridian Investment Counsel's JPM Position: Q2 2026 in Review

Meridian Investment Counsel increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $27.9K and bringing the position to 8,925 shares worth $2.92M. The position accounts for 0.63% of the portfolio, ranked #49.

Meridian Investment Counsel first reported a position in JPM in Q1 2015 and has held it in 46 quarters since. 2,301 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Meridian Investment Counsel held 8,925 shares of JPMorgan Chase worth $2.92M as of Q2 2026.
Meridian Investment Counsel bought 90 JPMorgan Chase shares in Q2 2026, an estimated $27.9K.
JPMorgan Chase made up 0.63% of Meridian Investment Counsel's portfolio in Q2 2026, its #49 holding.
Meridian Investment Counsel first reported a position in JPMorgan Chase in Q1 2015 and has held it in 46 quarters since.
2,301 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.