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Merit Financial Group, LLC: JPM position timeline

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

Merit Financial Group, LLC held 245,022 JPM 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 245,022 shares
    Change vs previous 13F +67,152 shares

    0.5% of the 13F portfolio, value $80,202,748.

    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 177,870 shares
    Change vs previous 13F +6,541 shares

    0.39% of the 13F portfolio, value $52,322,107.

    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 171,329 shares
    Change vs previous 13F +13,458 shares

    0.44% of the 13F portfolio, value $55,205,355.

    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 157,871 shares
    Change vs previous 13F +6,408 shares

    0.46% of the 13F portfolio, value $49,797,167.

    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 151,463 shares
    Change vs previous 13F +40,053 shares

    0.49% of the 13F portfolio, value $43,910,618.

    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 111,410 shares
    Change vs previous 13F +15,781 shares

    0.41% of the 13F portfolio, value $27,328,934.

    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 95,629 shares
    Change vs previous 13F +27,264 shares

    0.41% of the 13F portfolio, value $22,923,335.

    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 68,365 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,415,538.

    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).