JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership52,079 shares
Latest Disclosed Value $ 15,319,687
Meridian Wealth Advisors, LLC reports 5.55% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 52,079 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,319,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,142 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.55% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 52,079 -3,063 -5.55 15,320 -13.78 2.0254
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,142 -4,545 -7.61 17,768 -5.63 2.4603
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 59,687 1,924 3.33 18,827 12.42 2.6729
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 57,763 574 1.00 16,746 19.38 2.6477
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 57,189 -134 -0.23 14,028 2.10 2.3816
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 57,323 -392 -0.68 13,741 12.91 2.2665
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 57,715 1,483 2.64 12,170 7.00 2.0351
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 56,232 1,311 2.39 11,373 3.39 2.0284
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 54,921 1,892 3.57 11,001 21.95 2.0661
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 53,029 981 1.88 9,020 19.52 1.9752
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 52,048 974 1.91 7,548 1.60 1.8862
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 51,074 882 1.76 7,428 13.58 1.7971
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 50,192 2,198 4.58 6,541 1.62 1.6373
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 47,994 3,160 7.05 6,436 37.37 1.6587
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 44,834 -2,198 -4.67 4,685 -11.54 1.3195
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 47,032 3,366 7.71 5,296 -11.04 1.4075
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 43,666 5,771 15.23 5,953 -0.80 1.3803
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,895 531 1.42 6,001 -1.88 1.4584
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,364 850 2.33 6,116 7.70 1.7036
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 36,514 3,652 11.11 5,679 13.51 1.6080
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,862 6,481 24.57 5,003 49.25 1.6615
2021-05-07 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 26,381 4,052 18.15 3,352 55.91 1.2229
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,882 -20,447 262 0.1615
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,329 583 2.68 2,150 5.13 0.9240
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,746 2,337 12.04 2,045 17.06 0.9452
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,409 -2,776 -12.51 1,747 -43.52 0.9657
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 22,185 -1,615 -6.79 3,093 10.46 1.2185
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,800 3,162 15.32 2,800 18.80 1.1983
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 20,638 -678 -3.18 2,357 9.22 1.6441
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,316 306 1.46 2,158 5.22 1.5730
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 21,010 21,010 2,051 1.5746
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.