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Meridian Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Meridian Wealth Partners’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 		$832K Sell
2,828
-15
-0.5% -$4.55K 0.11% 47
2025
Q4 		$916K Sell
2,843
-126
-4% -$39K 0.13% 45
2025
Q3 		$936K Sell
2,969
-2,448
-45% -$728K 0.13% 42
2025
Q2 		$1.57M Buy
5,417
+2,229
+70% +$569K 0.23% 36
2025
Q1 		$782K Sell
3,188
-194
-6% -$49.5K 0.12% 46
2024
Q4 		$811K Sell
3,382
-458
-12% -$107K 0.12% 46
2024
Q3 		$810K Sell
3,840
-546
-12% -$115K 0.13% 45
2024
Q2 		$887K Buy
4,386
+241
+6% +$47.1K 0.16% 40
2024
Q1 		$830K Buy
4,145
+276
+7% +$49.8K 0.15% 41
2023
Q4 		$658K Buy
3,869
+245
+7% +$37.1K 0.13% 44
2023
Q3 		$525K Buy
3,624
+24
+0.7% +$3.6K 0.11% 45
2023
Q2 		$524K Buy
3,600
+132
+4% +$18.2K 0.11% 46
2023
Q1 		$452K Buy
3,468
+379
+12% +$51.9K 0.1% 48
2022
Q4 		$414K Sell
3,089
-49
-2% -$6.21K 0.1% 50
2022
Q3 		$328K Buy
3,138
+90
+3% +$10.3K 0.08% 56
2022
Q2 		$343K Buy
3,048
+1,472
+93% +$182K 0.08% 53
2022
Q1 		$214K Sell
1,576
-1,235
-44% -$182K 0.05% 76
2021
Q4 		$446K Buy
2,811
+604
+27% +$99.2K 0.09% 48
2021
Q3 		$361K Buy
2,207
+53
+2% +$8.31K 0.08% 49
2021
Q2 		$335K Buy
2,154
+34
+2% +$5.34K 0.08% 49
2021
Q1 		$323K Buy
2,120
+72
+4% +$10.4K 0.1% 48
2020
Q4 		$260K Buy
2,048
+45
+2% +$5.03K 0.11% 54
2020
Q3 		$193K Sell
2,003
-36
-2% -$3.54K 0.1% 58
2020
Q2 		$192K Buy
2,039
+121
+6% +$11.5K 0.1% 59
2020
Q1 		$173K Buy
1,918
+36
+2% +$4.37K 0.1% 63
2019
Q4 		$262K Buy
+1,882
New +$241K 0.16% 48

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 Partners's JPM Position: Q1 2026 in Review

Meridian Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.53% in Q1 2026, selling an estimated $4.55K and leaving 2,828 shares worth $832K. The position accounts for 0.11% of the portfolio, ranked #47.

Meridian Wealth Partners first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.57M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Meridian Wealth Partners held 2,828 shares of JPMorgan Chase worth $832K as of Q1 2026.
  • Meridian Wealth Partners sold 15 JPMorgan Chase shares in Q1 2026, an estimated $4.55K.
  • JPMorgan Chase made up 0.11% of Meridian Wealth Partners's portfolio in Q1 2026, its #47 holding.
  • Meridian Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's JPMorgan Chase position peaked at $1.57M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.