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Showing 8 of 28 quarters

Position history for MFMerit Financial Group, LLC's holdings in JPMorgan Chase & Co.

Yes. Merit Financial Group holds 245,022 shares of JPM (JPMorgan Chase), worth $80.2M, as of its Q2 2026 13F filing. It increased the position by 67,152 shares (+37.8%) from Q1 2026. Merit Financial Group has held JPM since Q3 2019, across 28 quarterly 13F filings. JPM is 0.5% of Merit Financial Group's reported 13F portfolio.

Current Value

$80.2M

Current Shares

245,022

Total Value Change

+$65.8M

Total Shares Change

+176,657

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
245,022
+37.8%
$80.2M0.5%$325.86
47
2026-Q1
Increased
177,870
+3.8%
$52.3M0.4%$291.35
36
2025-Q4
Increased
171,329
+8.5%
$55.2M0.4%$317.71
38
2025-Q3
Increased
157,871
+4.2%
$49.8M0.5%$309.51
37
2025-Q2
Increased
151,463
+36.0%
$43.9M0.5%$283.10
45
2025-Q1
Increased
111,410
+16.5%
$27.3M0.4%$238.07
40
2024-Q4
Increased
95,629
+39.9%
$22.9M0.4%$231.45
45
2024-Q3
Decreased
68,365
-16.7%
$14.4M0.3%$202.36
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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