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Meridian Management’s JPMorgan Chase JPM Stock Holding History

Meridian 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
2025
Q1 		– Sell
-4,692
Closed -$1.12M – 89
2024
Q4 		$1.12M Buy
4,692
+161
+4% +$37.5K 0.3% 47
2024
Q3 		$955K Buy
4,531
+79
+2% +$16.6K 0.24% 52
2024
Q2 		$901K Buy
4,452
+43
+1% +$8.41K 0.25% 53
2024
Q1 		$883K Sell
4,409
-94
-2% -$17K 0.24% 54
2023
Q4 		$788K Buy
4,503
+18
+0.4% +$2.73K 0.22% 53
2023
Q3 		$650K Buy
4,485
+309
+7% +$46.3K 0.21% 57
2023
Q2 		$607K Buy
4,176
+282
+7% +$38.8K 0.19% 58
2023
Q1 		$507K Sell
3,894
-29,980
-89% -$4.11M 0.17% 58
2022
Q4 		$4.54M Buy
33,874
+63
+0.2% +$7.98K 1.66% 16
2022
Q3 		$3.53M Buy
33,811
+549
+2% +$63K 1.41% 21
2022
Q2 		$3.75M Buy
33,262
+274
+0.8% +$33.9K 1.45% 19
2022
Q1 		$4.5M Buy
32,988
+68
+0.2% +$10K 1.43% 18
2021
Q4 		$5.21M Buy
32,920
+254
+0.8% +$41.7K 1.51% 18
2021
Q3 		$5.35M Buy
32,666
+2,646
+9% +$415K 1.64% 14
2021
Q2 		$4.67M Sell
30,020
-8,168
-21% -$1.28M 1.38% 18
2021
Q1 		$5.81M Buy
38,188
+396
+1% +$57K 1.81% 11
2020
Q4 		$4.8M Buy
37,792
+515
+1% +$57.6K 1.54% 19
2020
Q3 		$3.59M Buy
37,277
+4,590
+14% +$451K 1.34% 23
2020
Q2 		$3.08M Buy
32,687
+8,574
+36% +$813K 1.26% 26
2020
Q1 		$2.17M Buy
+24,113
New +$2.93M 1.05% 33
2019
Q1 		– Sell
-19,686
Closed -$1.92M – 74
2018
Q4 		$1.92M Buy
19,686
+5,818
+42% +$620K 0.98% 32
2018
Q3 		$1.56M Buy
+13,868
New +$1.57M 0.68% 45

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Meridian Management's JPM Position: Q1 2025 in Review

Meridian Management sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 4,692 shares — an estimated $1.12M sold.

Meridian Management first reported a position in JPM in Q3 2018 and held it in 22 quarters. The position peaked at $5.81M in Q1 2021. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Meridian Management reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Meridian Management sold 4,692 JPMorgan Chase shares in Q1 2025, an estimated $1.12M.
  • Meridian Management first reported a position in JPMorgan Chase in Q3 2018 and held it in 22 quarters.
  • Meridian Management's JPMorgan Chase position peaked at $5.81M in Q1 2021.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Meridian Management's 13F filing for Q1 2025, filed 7 May 2025.