JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership193,088 shares
Latest Disclosed Value $ 56,798,777
Meridian Wealth Management, LLC reports 1.95% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 193,088 shares of JPMorgan Chase & Co. (CL:JPM) valued at $56,798,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 196,938 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.95% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 193,088 -3,850 -1.95 56,799 -10.49 1.9944
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 196,938 1,240 0.63 63,457 2.80 2.2335
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 195,698 1,308 0.67 61,729 9.53 2.3659
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 194,390 586 0.30 56,356 18.54 2.4062
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 193,804 -102 -0.05 47,540 2.28 2.3014
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 193,906 -3,654 -1.85 46,481 11.58 2.1989
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 197,560 3,884 2.01 41,658 6.34 2.0476
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 193,676 193,676 39,173 4.6823
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 0 -178,990 -100.00 0 -100.00
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 178,990 42,424 31.06 30,446 53.74 1.9439
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 136,566 14,310 11.70 19,805 11.38 1.2134
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 122,256 569 0.47 17,781 12.13 1.4990
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 121,687 821 0.68 15,857 -2.17 1.3830
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 120,866 8,596 7.66 16,208 38.15 1.5869
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 112,270 1,419 1.28 11,732 -6.02 1.2622
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 110,851 6,439 6.17 12,483 -12.30 1.0211
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 104,412 -5,245 -4.78 14,233 -18.03 1.5555
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 109,657 2,044 1.90 17,364 -1.42 1.8542
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 107,613 584 0.55 17,615 5.81 2.1728
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 107,029 4,615 4.51 16,648 6.79 2.1217
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 102,414 4,146 4.22 15,590 24.85 2.2693
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 98,268 15,636 18.92 12,487 56.97 1.9816
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 82,632 -3,085 -3.60 7,955 -1.33 1.9503
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 85,717 3,140 3.80 8,062 8.45 2.6983
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 82,577 4,710 6.05 7,434 -31.51 3.2933
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 77,867 3,541 4.76 10,854 24.07 5.2196
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 74,326 -1,097 -1.45 8,748 -89.63 4.1182
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 75,423 1,973 2.69 84,323 1,034.14 3.4127
2019-06-03 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 73,450 1,716 2.39 7,435 6.17 3.3832
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 73,450 1,716 74,354
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 71,734 10,392 16.94 7,003 1.17 4.1244
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 61,342 -819 -1.32 6,922 6.87 2.9757
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 62,161 1,264 2.08 6,477 -3.29 3.0479
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 60,897 3,589 6.26 6,697 20.97 3.3402
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 57,308 465 0.82 5,536 1.86 3.4112
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 56,843 2,116 3.87 5,435 8.66 3.4456
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 54,727 -54 -0.10 5,002 3.95 3.1691
2017-05-17 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 54,781 2,627 5.04 4,812 6.93 2.8843
2017-05-15 2017-03-31 13F KAYA HOLDINGS common 46625H100 4,814,619 4,815
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 52,154 52,154 4,500 3.5674
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.