Question 1

How many shares of JPM does Merit Financial Group, LLC own?

Accepted Answer

As of 2026-Q2, Merit Financial Group, LLC holds 245,022 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is Merit Financial Group, LLC's JPM position worth?

Accepted Answer

As of 2026-Q2, Merit Financial Group, LLC's JPM position is worth $80.2M.

Question 3

Is Merit Financial Group, LLC buying or selling JPM?

Accepted Answer

In 2026-Q2, Merit Financial Group, LLC increased their JPM position (+37.8% change in shares).

Question 4

When did Merit Financial Group, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, Merit Financial Group, LLC first reported a position in JPM in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	245,022	+37.8%	$80.2M	0.5%	$325.86	47
2026-Q1	Increased	177,870	+3.8%	$52.3M	0.4%	$300.26	36
2025-Q4	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

JPMShowing 8 of 28 quarters

JPM
Showing 8 of 28 quarters