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Disclosery

Meridian Financial Partners LLC: JPM position timeline

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

Meridian Financial Partners LLC held 10,029 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,029 shares
    Change vs previous 13F +574 shares

    1.19% of the 13F portfolio, value $3,479,160.

    13F-HR 0001763722-26-000003 filed by Meridian Financial Partners 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 9,455 shares
    Change vs previous 13F -11 shares

    1.07% of the 13F portfolio, value $2,811,917.

    13F-HR 0001763722-26-000002 filed by Meridian Financial Partners 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 9,466 shares
    Change vs previous 13F -165 shares

    1.13% of the 13F portfolio, value $2,859,111.

    13F-HR 0001763722-26-000001 filed by Meridian Financial Partners 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 9,631 shares
    Change vs previous 13F -49 shares

    1.22% of the 13F portfolio, value $2,928,113.

    13F-HR 0001763722-25-000007 filed by Meridian Financial Partners 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 9,680 shares
    Change vs previous 13F -340 shares

    1.32% of the 13F portfolio, value $2,806,000.

    13F-HR 0001763722-25-000005 filed by Meridian Financial Partners 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 10,020 shares
    Change vs previous 13F +55 shares

    1.25% of the 13F portfolio, value $2,458,000.

    13F-HR 0001763722-25-000003 filed by Meridian Financial Partners 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 9,965 shares
    Change vs previous 13F +84 shares

    1.26% of the 13F portfolio, value $2,389,000.

    13F-HR 0001763722-25-000001 filed by Meridian Financial Partners 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 9,881 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,084,000.

    13F-HR 0001763722-24-000008 filed by Meridian Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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