Merrion Investment Management’s JPMorgan Chase JPM Stock Holding History

Merrion 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 Q2	$1.27M	Hold	3,872	–	–	0.6%	38
2026 Q1	$1.14M	Hold	3,872	–	–	0.61%	38
2025 Q4	$1.25M	Sell	3,872 -272	-7%	-$84.2K	0.67%	38
2025 Q3	$1.31M	Hold	4,144	–	–	0.75%	34
2025 Q2	$1.2M	Sell	4,144 -325	-7%	-$82.9K	0.78%	31
2025 Q1	$1.1M	Sell	4,469 -175	-4%	-$44.6K	0.79%	30
2024 Q4	$1.11M	Hold	4,644	–	–	0.77%	28
2024 Q3	$979K	Hold	4,644	–	–	0.65%	35
2024 Q2	$939K	Buy	4,644 +100	+2%	+$19.6K	0.65%	34
2024 Q1	$910K	Hold	4,544	–	–	0.65%	35
2023 Q4	$773K	Hold	4,544	–	–	0.61%	35
2023 Q3	$659K	Hold	4,544	–	–	0.57%	33
2023 Q2	$661K	Hold	4,544	–	–	0.56%	35
2023 Q1	$592K	Hold	4,544	–	–	0.57%	37
2022 Q4	$609K	Hold	4,544	–	–	0.57%	38
2022 Q3	$474K	Hold	4,544	–	–	0.47%	46
2022 Q2	$512K	Hold	4,544	–	–	0.5%	45
2022 Q1	$619K	Hold	4,544	–	–	0.45%	45
2021 Q4	$719K	Hold	4,544	–	–	0.53%	39
2021 Q3	$743K	Hold	4,544	–	–	0.57%	38
2021 Q2	$706K	Hold	4,544	–	–	0.54%	41
2021 Q1	$691K	Hold	4,544	–	–	0.58%	40
2020 Q4	$577K	Buy	+4,544	New	+$508K	0.49%	41

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Merrion Investment Management's JPM Position: Q2 2026 in Review

Merrion Investment Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 3,872 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #38.

Merrion Investment Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q3 2025. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Merrion Investment Management held 3,872 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
Merrion Investment Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.6% of Merrion Investment Management's portfolio in Q2 2026, its #38 holding.
Merrion Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's JPMorgan Chase position peaked at $1.31M in Q3 2025.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.