SEC 13F Intelligence

Meritage Portfolio Management / JPM

Meritage Portfolio Management’s Jpmorgan Chase & Co Position

Does Meritage Portfolio Management own Jpmorgan Chase & Co (JPM)? Yes — 52.1K shares worth $17M (+1.11% of its 13F portfolio) as of Q4 2025, down from 53.8K shares the prior filed quarter.

Position Value
$17M
Q4 2025
Shares
52.1K
% of Portfolio
+1.11%
Quarters Held
27
currently held

Position History JPM

Reported value by quarter
Q2 ’19: $904,000Q2 ’19Q3 ’19: $4MQ4 ’19: $4MQ1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ1 ’21: $6MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ1 ’22: $7MQ2 ’22: $6MQ2 ’22Q3 ’22: $4MQ4 ’22: $7MQ1 ’23: $8MQ2 ’23: $9MQ2 ’23Q3 ’23: $9MQ4 ’23: $10MQ1 ’24: $11MQ2 ’24: $11MQ2 ’24Q3 ’24: $12MQ4 ’24: $13MQ1 ’25: $15MQ2 ’25: $17MQ2 ’25Q3 ’25: $17MQ4 ’25: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202552.1K$17M+1.11%
Q3 202553.8K$17M+1.13%
Q2 202559.0K$17M+1.08%
Q1 202560.0K$15M+0.98%
Q4 202454.0K$13M+0.80%
Q3 202455.0K$12M+0.71%
Q2 202456.0K$11M+0.72%
Q1 202456.8K$11M+0.72%
Q4 202360.3K$10M+0.68%
Q3 202359.5K$9M+0.64%
Q2 202360.3K$9M+0.62%
Q1 202363.7K$8M+0.62%
Q4 202251.4K$7M+0.54%
Q3 202240.9K$4M+0.35%
Q2 202254.4K$6M+0.48%
Q1 202253.7K$7M+0.45%
Q4 202138.7K$6M+0.35%
Q3 202138.4K$6M+0.38%
Q2 202138.0K$6M+0.36%
Q1 202136.9K$6M+0.37%
Q4 202030.8K$4M+0.29%
Q3 202029.0K$3M+0.25%
Q2 202028.8K$3M+0.26%
Q1 202028.5K$3M+0.35%
Q4 201930.6K$4M+0.38%
Q3 201931.3K$4M+0.35%
Q2 20198.1K$904,000+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of JPM.