Meridian Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.6M | Buy |
53,780
+1,701
| +3% | +$528K | 2% | 13 |
|
|
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
Meridian Wealth Advisors's JPM Position: Q2 2026 in Review
Meridian Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $528K and bringing the position to 53,780 shares worth $17.6M. The position accounts for 2% of the portfolio, ranked #13.
Meridian Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.8M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Meridian Wealth Advisors held 53,780 shares of JPMorgan Chase worth $17.6M as of Q2 2026.
- Meridian Wealth Advisors bought 1,701 JPMorgan Chase shares in Q2 2026, an estimated $528K.
- JPMorgan Chase made up 2% of Meridian Wealth Advisors's portfolio in Q2 2026, its #13 holding.
- Meridian Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Meridian Wealth Advisors's JPMorgan Chase position peaked at $18.8M in Q3 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.