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Meriwether Wealth & Planning’s JPMorgan Chase JPM Stock Holding History

Meriwether Wealth & Planning’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
Q2 		$4.1M Buy
12,539
+101
+0.8% +$31.4K 2.03% 10
2026
Q1 		$3.66M Sell
12,438
-1,139
-8% -$346K 2% 11
2025
Q4 		$4.37M Sell
13,577
-981
-7% -$304K 2.47% 10
2025
Q3 		$4.59M Sell
14,558
-244
-2% -$72.6K 2.66% 7
2025
Q2 		$4.29M Sell
14,802
-1,129
-7% -$288K 2.69% 7
2025
Q1 		$3.91M Buy
15,931
+548
+4% +$140K 2.55% 7
2024
Q4 		$3.69M Buy
+15,383
New +$3.58M 2.63% 6

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Meriwether Wealth & Planning's JPM Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its JPMorgan Chase (JPM) stake by 0.81% in Q2 2026, buying an estimated $31.4K and bringing the position to 12,539 shares worth $4.1M. The position accounts for 2.03% of the portfolio, ranked #10.

Meriwether Wealth & Planning first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.59M in Q3 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Meriwether Wealth & Planning held 12,539 shares of JPMorgan Chase worth $4.1M as of Q2 2026.
  • Meriwether Wealth & Planning bought 101 JPMorgan Chase shares in Q2 2026, an estimated $31.4K.
  • JPMorgan Chase made up 2.03% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #10 holding.
  • Meriwether Wealth & Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's JPMorgan Chase position peaked at $4.59M in Q3 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.