Position history for Merit Financial Group, LLC's holdings in JPMORGAN CHASE & CO
Merit Financial Group, LLC holds 171,329 shares of JPM (JPMORGAN CHASE & CO), worth $55.2M as of 2025-Q4. The position was increased (++8.5% shares). JPM represents 0.4% of Merit Financial Group, LLC's portfolio.
Current Value
$55.2M
Current Shares
171,329
Total Value Change
+$38.6M
Total Shares Change
+89,263
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 171,329 |
+8.5% |
| $55.2M |
| 0.4% |
| $321.97 |
38 |
| 2025-Q3 | Increased | 157,871 | +4.2% | $49.8M | 0.5% | $312.75 | 37 |
| 2025-Q2 | Increased | 151,463 | +36.0% | $43.9M | 0.5% | $283.07 | 45 |
| 2025-Q1 | Increased | 111,410 | +16.5% | $27.3M | 0.4% | $237.97 | 40 |
| 2024-Q4 | Increased | 95,629 | +39.9% | $22.9M | 0.4% | $233.31 | 45 |
| 2024-Q3 | Decreased | 68,365 | -16.7% | $14.4M | 0.3% | $203.96 | 0 |
| 2024-Q2 | Increased | 82,066 | +7.9% | $16.6M | 0.4% | $194.90 | 36 |