Meridiem Investment Management’s JPMorgan Chase JPM Stock Holding History

Meridiem Investment 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	$82.4K	Hold	280	–	–	﹤0.01%	51
2025 Q4	$90.2K	Hold	280	–	–	﹤0.01%	54
2025 Q3	$88.3K	Hold	280	–	–	﹤0.01%	47
2025 Q2	$81.2K	Hold	280	–	–	﹤0.01%	48
2025 Q1	$68.7K	Hold	280	–	–	﹤0.01%	52
2024 Q4	$67.1K	Sell	280 -1,080	-79%	-$252K	﹤0.01%	56
2024 Q3	$287K	Buy	1,360 +1,080	+386%	+$227K	0.01%	40
2024 Q2	$56.6K	Hold	280	–	–	﹤0.01%	53
2024 Q1	$56.1K	Sell	280 -1,582	-85%	-$285K	﹤0.01%	59
2023 Q4	$317K	Buy	1,862 +1,482	+390%	+$225K	0.01%	42
2023 Q3	$55.1K	Hold	380	–	–	﹤0.01%	56
2023 Q2	$55.3K	Hold	380	–	–	﹤0.01%	58
2023 Q1	$49.5K	Hold	380	–	–	﹤0.01%	60
2022 Q4	$51K	Hold	380	–	–	﹤0.01%	65
2022 Q3	$40K	Hold	380	–	–	﹤0.01%	73
2022 Q2	$43K	Hold	380	–	–	﹤0.01%	67
2022 Q1	$52K	Buy	+380	New	+$56.1K	﹤0.01%	69
2021 Q1	–	Sell	-482	Closed	-$61K	–	91
2020 Q4	$61K	Buy	+482	New	+$53.9K	﹤0.01%	73

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meridiem Investment Management's JPM Position: Q1 2026 in Review

Meridiem Investment Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 280 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #51.

Meridiem Investment Management first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $317K in Q4 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Meridiem Investment Management held 280 shares of JPMorgan Chase worth $82.4K as of Q1 2026.
Meridiem Investment Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up ﹤0.01% of Meridiem Investment Management's portfolio in Q1 2026, its #51 holding.
Meridiem Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
Meridiem Investment Management's JPMorgan Chase position peaked at $317K in Q4 2023.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.