Meritage Portfolio Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $16.8M | Sell |
52,137
-1,687
| -3% | -$522K | 1.11% | 11 |
|
|
2025
Q3 | $17M | Sell |
53,824
-5,129
| -9% | -$1.53M | 1.13% | 12 |
|
|
2025
Q2 | $17.1M | Sell |
58,953
-1,053
| -2% | -$269K | 1.08% | 16 |
|
|
2025
Q1 | $14.7M | Buy |
60,006
+6,007
| +11% | +$1.53M | 0.98% | 21 |
|
|
2024
Q4 | $12.9M | Sell |
53,999
-981
| -2% | -$228K | 0.8% | 28 |
|
|
2024
Q3 | $11.6M | Sell |
54,980
-1,064
| -2% | -$224K | 0.71% | 28 |
|
|
2024
Q2 | $11.3M | Sell |
56,044
-716
| -1% | -$140K | 0.72% | 26 |
|
|
2024
Q1 | $11.4M | Sell |
56,760
-3,560
| -6% | -$642K | 0.72% | 28 |
|
|
2023
Q4 | $10.3M | Buy |
60,320
+843
| +1% | +$128K | 0.68% | 31 |
|
|
2023
Q3 | $8.63M | Sell |
59,477
-861
| -1% | -$129K | 0.64% | 36 |
|
|
2023
Q2 | $8.78M | Sell |
60,338
-3,327
| -5% | -$458K | 0.62% | 35 |
|
|
2023
Q1 | $8.3M | Buy |
63,665
+12,238
| +24% | +$1.68M | 0.62% | 38 |
|
|
2022
Q4 | $6.9M | Buy |
51,427
+10,510
| +26% | +$1.33M | 0.54% | 55 |
|
|
2022
Q3 | $4.28M | Sell |
40,917
-13,501
| -25% | -$1.55M | 0.35% | 88 |
|
|
2022
Q2 | $6.13M | Buy |
54,418
+698
| +1% | +$86.5K | 0.48% | 66 |
|
|
2022
Q1 | $7.32M | Buy |
53,720
+14,982
| +39% | +$2.21M | 0.45% | 66 |
|
|
2021
Q4 | $6.13M | Buy |
38,738
+381
| +1% | +$62.6K | 0.35% | 84 |
|
|
2021
Q3 | $6.28M | Buy |
38,357
+389
| +1% | +$61K | 0.38% | 71 |
|
|
2021
Q2 | $5.91M | Buy |
37,968
+1,038
| +3% | +$163K | 0.36% | 82 |
|
|
2021
Q1 | $5.62M | Buy |
36,930
+6,082
| +20% | +$875K | 0.37% | 74 |
|
|
2020
Q4 | $3.92M | Buy |
30,848
+1,803
| +6% | +$202K | 0.29% | 78 |
|
|
2020
Q3 | $2.8M | Buy |
29,045
+286
| +1% | +$28.1K | 0.25% | 105 |
|
|
2020
Q2 | $2.71M | Buy |
28,759
+270
| +0.9% | +$25.6K | 0.26% | 115 |
|
|
2020
Q1 | $2.56M | Sell |
28,489
-2,160
| -7% | -$262K | 0.35% | 87 |
|
|
2019
Q4 | $4.27M | Sell |
30,649
-637
| -2% | -$81.7K | 0.38% | 81 |
|
|
2019
Q3 | $3.68M | Buy |
31,286
+23,199
| +287% | +$2.62M | 0.35% | 85 |
|
|
2019
Q2 | $904K | Buy |
+8,087
| New | +$892K | 0.09% | 150 |
|
|
2018
Q4 | – | Sell |
-1,934
| Closed | -$218K | – | 192 |
|
|
2018
Q3 | $218K | Hold |
1,934
| – | – | 0.02% | 194 |
|
|
2018
Q2 | $202K | Hold |
1,934
| – | – | 0.02% | 202 |
|
|
2018
Q1 | $213K | Hold |
1,934
| – | – | 0.02% | 196 |
|
|
2017
Q4 | $207K | Sell |
1,934
-273
| -12% | -$27.6K | 0.02% | 191 |
|
|
2017
Q3 | $211K | Hold |
2,207
| – | – | 0.02% | 195 |
|
|
2017
Q2 | $202K | Buy |
+2,207
| New | +$190K | 0.02% | 195 |
|
Other funds holding JPM
Meritage Portfolio Management's JPM Position: Q4 2025 in Review
Meritage Portfolio Management reduced its JPMorgan Chase (JPM) stake by 3.1% in Q4 2025, selling an estimated $522K and leaving 52,137 shares worth $16.8M. The position accounts for 1.11% of the portfolio, ranked #11.
Meritage Portfolio Management first reported a position in JPM in Q2 2017 and has held it in 33 quarters since. The position peaked at $17.1M in Q2 2025. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.
- Meritage Portfolio Management held 52,137 shares of JPMorgan Chase worth $16.8M as of Q4 2025.
- Meritage Portfolio Management sold 1,687 JPMorgan Chase shares in Q4 2025, an estimated $522K.
- JPMorgan Chase made up 1.11% of Meritage Portfolio Management's portfolio in Q4 2025, its #11 holding.
- Meritage Portfolio Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 33 quarters since.
- Meritage Portfolio Management's JPMorgan Chase position peaked at $17.1M in Q2 2025.
- 5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.
Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.