MWM
JPM icon

Meridian Wealth Management’s JPMorgan Chase JPM Stock Holding History

Meridian Wealth 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
2026
Q1 		$56.8M Sell
193,088
-3,850
-2% -$1.17M 1.99% 9
2025
Q4 		$63.5M Buy
196,938
+1,240
+0.6% +$384K 2.23% 9
2025
Q3 		$61.7M Buy
195,698
+1,308
+0.7% +$389K 2.37% 7
2025
Q2 		$56.4M Buy
194,390
+586
+0.3% +$150K 2.41% 8
2025
Q1 		$47.5M Sell
193,804
-102
-0.1% -$26K 2.3% 8
2024
Q4 		$46.5M Sell
193,906
-3,654
-2% -$851K 2.2% 8
2024
Q3 		$41.7M Buy
197,560
+3,884
+2% +$818K 2.05% 8
2024
Q2 		$39.2M Buy
+193,676
New +$37.9M 4.68% 4
2024
Q1 		– Sell
-178,990
Closed -$30.4M – 356
2023
Q4 		$30.4M Buy
178,990
+42,424
+31% +$6.43M 1.94% 8
2023
Q3 		$19.8M Buy
136,566
+14,310
+12% +$2.15M 1.21% 13
2023
Q2 		$17.8M Buy
122,256
+569
+0.5% +$78.3K 1.5% 9
2023
Q1 		$15.9M Buy
121,687
+821
+0.7% +$112K 1.38% 10
2022
Q4 		$16.2M Buy
120,866
+8,596
+8% +$1.09M 1.59% 7
2022
Q3 		$11.7M Buy
112,270
+1,419
+1% +$163K 1.26% 10
2022
Q2 		$12.5M Buy
110,851
+6,439
+6% +$798K 1.02% 9
2022
Q1 		$14.2M Sell
104,412
-5,245
-5% -$774K 1.56% 10
2021
Q4 		$17.4M Buy
109,657
+2,044
+2% +$336K 1.85% 9
2021
Q3 		$17.6M Buy
107,613
+584
+0.5% +$91.6K 2.17% 9
2021
Q2 		$16.6M Buy
107,029
+4,615
+5% +$725K 2.12% 9
2021
Q1 		$15.6M Buy
102,414
+4,146
+4% +$596K 2.27% 8
2020
Q4 		$12.5M Buy
98,268
+15,636
+19% +$1.75M 1.98% 9
2020
Q3 		$7.96M Sell
82,632
-3,085
-4% -$303K 1.95% 8
2020
Q2 		$8.06M Buy
85,717
+3,140
+4% +$298K 2.7% 6
2020
Q1 		$7.43M Buy
82,577
+4,710
+6% +$572K 3.29% 6
2019
Q4 		$10.9M Buy
77,867
+3,541
+5% +$454K 5.22% 3
2019
Q3 		$8.75M Sell
74,326
-1,097
-1% -$124K 4.12% 5
2019
Q2 		$84.3K Buy
75,423
+1,973
+3% +$218K 3.41% 7
2019
Q1 		$7.43M Buy
73,450
+1,716
+2% +$177K 3.38% 7
2018
Q4 		$7M Buy
71,734
+10,392
+17% +$1.11M 4.12% 6
2018
Q3 		$6.92M Sell
61,342
-819
-1% -$93K 2.98% 8
2018
Q2 		$6.48M Buy
62,161
+1,264
+2% +$139K 3.05% 9
2018
Q1 		$6.7M Buy
60,897
+3,589
+6% +$406K 3.34% 5
2017
Q4 		$5.54M Buy
57,308
+465
+0.8% +$47.1K 3.41% 6
2017
Q3 		$5.43M Buy
56,843
+2,116
+4% +$195K 3.45% 6
2017
Q2 		$5M Sell
54,727
-54
-0.1% -$4.66K 3.17% 9
2017
Q1 		$4.81M Buy
54,781
+2,627
+5% +$232K 2.88% 9
2016
Q4 		$4.5M Buy
+52,154
New +$3.98M 3.57% 7

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 Management's JPM Position: Q1 2026 in Review

Meridian Wealth Management reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $1.17M and leaving 193,088 shares worth $56.8M. The position accounts for 1.99% of the portfolio, ranked #9.

Meridian Wealth Management first reported a position in JPM in Q4 2016 and has held it in 37 quarters since. The position peaked at $63.5M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Meridian Wealth Management held 193,088 shares of JPMorgan Chase worth $56.8M as of Q1 2026.
  • Meridian Wealth Management sold 3,850 JPMorgan Chase shares in Q1 2026, an estimated $1.17M.
  • JPMorgan Chase made up 1.99% of Meridian Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Meridian Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 37 quarters since.
  • Meridian Wealth Management's JPMorgan Chase position peaked at $63.5M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.