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Disclosery

Menard Financial Group LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Menard Financial Group LLC on JPM, newest first. How the timeline and the estimate are built.

Menard Financial Group LLC held 7,688 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,688 shares
    Change vs previous 13F +902 shares

    1.37% of the 13F portfolio, value $2,516,362.

    13F-HR 0001803156-26-000004 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,786 shares
    Change vs previous 13F +29 shares

    1.39% of the 13F portfolio, value $1,996,151.

    13F-HR 0001803156-26-000003 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,757 shares
    Change vs previous 13F +44 shares

    1.49% of the 13F portfolio, value $2,177,344.

    13F-HR 0001803156-26-000002 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,713 shares
    Change vs previous 13F -797 shares

    1.42% of the 13F portfolio, value $2,117,397.

    13F-HR 0001803156-25-000006 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,510 shares
    Change vs previous 13F +1,334 shares

    1.29% of the 13F portfolio, value $2,177,278.

    13F-HR 0002035601-25-000004 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,176 shares
    Change vs previous 13F +100 shares

    1.01% of the 13F portfolio, value $1,539,414.

    13F-HR 0001803156-25-000003 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,076 shares
    Change vs previous 13F +82 shares

    0.87% of the 13F portfolio, value $1,456,440.

    13F-HR 0001803156-25-000001 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,994 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,263,810.

    13F-HR 0001803156-24-000008 filed by Menard Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).