Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$64,030,985
+$7,232,219 QoQ
Shares Held
195,616
+1.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#525
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $80,523,100 across 8 Banks - Diversified names. JPM ranks #1 (79.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
195,616 | $64,030,985 | |
| 2 | ING |
Ing Groep NV
|
141,139 | $4,428,941 | |
| 3 | C |
Citigroup Inc
|
30,014 | $4,200,759 | |
| 4 | BAC |
Bank Of America Corp /De/
|
49,890 | $2,842,732 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
14,008 | $2,025,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
18,804 | $1,553,962 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,288 | $1,298,120 | |
| 8 | SAN |
Banco Santander, S.A.
|
10,283 | $141,905 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,030,985 | 195,616 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $56,798,766 | 193,088 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,457,362 | 196,938 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $61,729,020 | 195,698 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $56,355,604 | 194,390 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $47,540,121 | 193,804 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $46,481,207 | 193,906 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $41,657,501 | 197,560 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $39,172,907 | 193,676 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $30,446,199 | 178,990 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,804,801 | 136,566 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $17,780,912 | 122,256 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,857,032 | 121,687 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,208,130 | 120,866 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,732,215 | 112,270 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,482,931 | 110,851 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $14,233,443 | 104,412 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,364,185 | 109,657 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $17,615,171 | 107,613 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $16,647,290 | 107,029 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $15,590,483 | 102,414 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,486,914 | 98,268 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $7,954,982 | 82,632 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,062,541 | 85,717 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $7,434,407 | 82,577 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||