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Disclosery

Merit Financial Group, LLC: JEPI position timeline

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

Merit Financial Group, LLC held 157,668 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 157,668 shares
    Change vs previous 13F -19,410 shares

    0.06% of the 13F portfolio, value $8,905,086.

    13F-HR/A 0001621225-26-000007 filed by Merit 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 177,078 shares
    Change vs previous 13F -3,896 shares

    0.07% of the 13F portfolio, value $10,036,795.

    13F-HR 0001621225-26-000005 filed by Merit 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 180,974 shares
    Change vs previous 13F -301 shares

    0.08% of the 13F portfolio, value $10,358,954.

    13F-HR 0001621225-26-000003 filed by Merit 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/A 181,275 shares
    Change vs previous 13F +345 shares

    0.1% of the 13F portfolio, value $10,350,807.

    13F-HR/A 0001621225-25-000008 filed by Merit 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 180,930 shares
    Change vs previous 13F -13,271 shares

    0.11% of the 13F portfolio, value $10,285,881.

    13F-HR 0001621225-25-000006 filed by Merit 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 194,201 shares
    Change vs previous 13F +6,303 shares

    0.17% of the 13F portfolio, value $11,096,664.

    13F-HR 0001621225-25-000003 filed by Merit 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 187,898 shares
    Change vs previous 13F +180,334 shares

    0.19% of the 13F portfolio, value $10,809,778.

    13F-HR 0001621225-25-000002 filed by Merit 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 7,564 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $450,121.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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