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Merrithew & Thorsten Inc’s JPMorgan Chase JPM Stock Holding History

Merrithew & Thorsten Inc’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 		$41K Buy
125
+1
+0.8% +$311 0.03% 49
2026
Q1 		$36K Hold
124
– – 0.03% 50
2025
Q4 		$40K Buy
+124
New +$38.4K 0.04% 49

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Merrithew & Thorsten Inc's JPM Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its JPMorgan Chase (JPM) stake by 0.81% in Q2 2026, buying an estimated $311 and bringing the position to 125 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #49.

Merrithew & Thorsten Inc first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Merrithew & Thorsten Inc held 125 shares of JPMorgan Chase worth $41K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.03% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #49 holding.
  • Merrithew & Thorsten Inc first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.