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 Q3	$4.11M	Sell	12,434 -105	-0.8%	-$36.7K	1.86%	10
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Meriwether Wealth & Planning's JPM Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its JPMorgan Chase (JPM) stake by 0.84% in Q3 2026, selling an estimated $36.7K and leaving 12,434 shares worth $4.11M. The position accounts for 1.86% of the portfolio, ranked #10.

Meriwether Wealth & Planning first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.59M in Q3 2025. 1,160 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Meriwether Wealth & Planning held 12,434 shares of JPMorgan Chase worth $4.11M as of Q3 2026.
Meriwether Wealth & Planning sold 105 JPMorgan Chase shares in Q3 2026, an estimated $36.7K.
JPMorgan Chase made up 1.86% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #10 holding.
Meriwether Wealth & Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's JPMorgan Chase position peaked at $4.59M in Q3 2025.
1,160 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.