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Meriwether Wealth & Planning, LLC: JPM position timeline

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

Meriwether Wealth & Planning, LLC held 12,539 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,539 shares
    Change vs previous 13F +101 shares

    2.03% of the 13F portfolio, value $4,104,391.

    13F-HR 0001754960-26-000432 filed by Meriwether Wealth & Planning, 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 12,438 shares
    Change vs previous 13F -1,139 shares

    2% of the 13F portfolio, value $3,658,762.

    13F-HR 0001754960-26-000213 filed by Meriwether Wealth & Planning, 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 13,577 shares
    Change vs previous 13F -981 shares

    2.47% of the 13F portfolio, value $4,374,781.

    13F-HR 0001754960-26-000060 filed by Meriwether Wealth & Planning, 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 14,558 shares
    Change vs previous 13F -244 shares

    2.66% of the 13F portfolio, value $4,592,030.

    13F-HR 0001754960-25-000670 filed by Meriwether Wealth & Planning, 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 14,802 shares
    Change vs previous 13F -1,129 shares

    2.69% of the 13F portfolio, value $4,291,248.

    13F-HR 0001754960-25-000361 filed by Meriwether Wealth & Planning, 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 15,931 shares
    Change vs previous 13F +548 shares

    2.55% of the 13F portfolio, value $3,907,874.

    13F-HR 0001754960-25-000230 filed by Meriwether Wealth & Planning, 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 15,383 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $3,687,459.

    13F-HR 0001754960-25-000113 filed by Meriwether Wealth & Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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