SEC 13F Intelligence

Merit Financial Group, LLC / JPM

Merit Financial Group, LLC’s Jpmorgan Chase & Co Position

Does Merit Financial Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 177.9K shares worth $52M (+0.39% of its 13F portfolio) as of Q1 2026, up from 171.3K shares the prior filed quarter.

Position Value
$52M
Q1 2026
Shares
177.9K
% of Portfolio
+0.39%
Quarters Held
28
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $227,000Q4 ’18Q3 ’19: $227,000Q4 ’19: $2MQ1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $4MQ4 ’21: $4MQ1 ’22: $4MQ2 ’22: $7MQ2 ’22Q3 ’22: $5MQ4 ’22: $7MQ1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $9MQ4 ’23: $8MQ1 ’24: $14MQ2 ’24: $17MQ2 ’24Q3 ’24: $14MQ4 ’24: $23MQ1 ’25: $27MQ2 ’25: $44MQ2 ’25Q3 ’25: $50MQ4 ’25: $55MQ1 ’26: $52Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026177.9K$52M+0.39%
Q4 2025171.3K$55M+0.44%
Q3 2025157.9K$50M+0.46%
Q2 2025151.5K$44M+0.49%
Q1 2025111.4K$27M+0.41%
Q4 202495.6K$23M+0.41%
Q3 202468.4K$14M+0.32%
Q2 202482.1K$17M+0.37%
Q1 202476.1K$14M+0.35%
Q4 202345.1K$8M+0.23%
Q3 202360.3K$9M+0.29%
Q2 202355.2K$8M+0.26%
Q1 202355.1K$7M+0.26%
Q4 202253.7K$7M+0.26%
Q3 202247.7K$5M+0.22%
Q2 202263.5K$7M+0.22%
Q1 202227.2K$4M+0.22%
Q4 202122.3K$4M+0.35%
Q3 202122.0K$4M+0.38%
Q2 202121.0K$3M+0.31%
Q1 202121.3K$3M+0.34%
Q4 202016.9K$2M+0.21%
Q3 202018.0K$2M+0.16%
Q2 202017.8K$2M+0.17%
Q1 202016.7K$1M+0.17%
Q4 201916.3K$2M+0.20%
Q3 20191.9K$227,000+0.02%
Q4 20182.7K$227,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Merit Financial Group, LLC’s full portfolio or all institutional holders of JPM.