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Meridian Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Meridian Wealth Advisors’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 		$15.3M Sell
52,079
-3,063
-6% -$930K 2.03% 10
2025
Q4 		$17.8M Sell
55,142
-4,545
-8% -$1.41M 2.46% 10
2025
Q3 		$18.8M Buy
59,687
+1,924
+3% +$572K 2.67% 8
2025
Q2 		$16.7M Buy
57,763
+574
+1% +$146K 2.65% 8
2025
Q1 		$14M Sell
57,189
-134
-0.2% -$34.2K 2.38% 8
2024
Q4 		$13.7M Sell
57,323
-392
-0.7% -$91.3K 2.27% 8
2024
Q3 		$12.2M Buy
57,715
+1,483
+3% +$312K 2.04% 10
2024
Q2 		$11.4M Buy
56,232
+1,311
+2% +$256K 2.03% 11
2024
Q1 		$11M Buy
54,921
+1,892
+4% +$341K 2.07% 11
2023
Q4 		$9.02M Buy
53,029
+981
+2% +$149K 1.98% 11
2023
Q3 		$7.55M Buy
52,048
+974
+2% +$146K 1.89% 11
2023
Q2 		$7.43M Buy
51,074
+882
+2% +$121K 1.8% 11
2023
Q1 		$6.54M Buy
50,192
+2,198
+5% +$301K 1.64% 12
2022
Q4 		$6.44M Buy
47,994
+3,160
+7% +$400K 1.66% 12
2022
Q3 		$4.68M Sell
44,834
-2,198
-5% -$252K 1.32% 15
2022
Q2 		$5.3M Buy
47,032
+3,366
+8% +$417K 1.41% 14
2022
Q1 		$5.95M Buy
43,666
+5,771
+15% +$852K 1.38% 16
2021
Q4 		$6M Buy
37,895
+531
+1% +$87.2K 1.46% 15
2021
Q3 		$6.12M Buy
37,364
+850
+2% +$133K 1.7% 12
2021
Q2 		$5.68M Buy
36,514
+3,652
+11% +$574K 1.61% 14
2021
Q1 		$5M Buy
32,862
+6,481
+25% +$932K 1.66% 14
2020
Q4 		$3.35M Buy
26,381
+4,052
+18% +$453K 1.22% 16
2020
Q3 		$2.15M Buy
22,329
+583
+3% +$57.3K 0.92% 23
2020
Q2 		$2.04M Buy
21,746
+2,337
+12% +$222K 0.95% 21
2020
Q1 		$1.75M Sell
19,409
-2,776
-13% -$337K 0.97% 21
2019
Q4 		$3.09M Sell
22,185
-1,615
-7% -$207K 1.22% 18
2019
Q3 		$2.8M Buy
23,800
+3,162
+15% +$358K 1.2% 19
2019
Q2 		$2.36M Sell
20,638
-678
-3% -$74.8K 1.64% 11
2019
Q1 		$2.16M Buy
21,316
+306
+1% +$31.5K 1.57% 11
2018
Q4 		$2.05M Buy
+21,010
New +$2.24M 1.57% 10

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

Meridian Wealth Advisors's JPM Position: Q1 2026 in Review

Meridian Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 5.6% in Q1 2026, selling an estimated $930K and leaving 52,079 shares worth $15.3M. The position accounts for 2.03% of the portfolio, ranked #10.

Meridian Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.8M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Meridian Wealth Advisors held 52,079 shares of JPMorgan Chase worth $15.3M as of Q1 2026.
  • Meridian Wealth Advisors sold 3,063 JPMorgan Chase shares in Q1 2026, an estimated $930K.
  • JPMorgan Chase made up 2.03% of Meridian Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Meridian Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's JPMorgan Chase position peaked at $18.8M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.