Merriman Wealth Management, LLC: JPM position timeline

Merriman Wealth Management, LLC held 3,382 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 3,382 shares

   Change vs previous 13F +481 shares

   0.03% of the 13F portfolio, value $810,739.

   13F-HR 0001765380-25-000101 filed by Merriman Wealth Management, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 2,901 shares

   Change vs previous 13F +218 shares

   0.02% of the 13F portfolio, value $611,740.

   13F-HR 0001765380-24-000420 filed by Merriman Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 2,683 shares

   Change vs previous 13F +14 shares

   0.02% of the 13F portfolio, value $542,569.

   13F-HR 0001765380-24-000334 filed by Merriman Wealth Management, LLC
   Filed 2024-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 2,669 shares

   Change vs previous 13F -33 shares

   0.02% of the 13F portfolio, value $534,601.

   13F-HR 0001765380-24-000221 filed by Merriman Wealth Management, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 2,702 shares

   Change vs previous 13F -518 shares

   0.02% of the 13F portfolio, value $459,611.

   13F-HR 0001765380-24-000123 filed by Merriman Wealth Management, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 3,220 shares

   Change vs previous 13F -127 shares

   0.02% of the 13F portfolio, value $466,965.

   13F-HR 0001765380-23-000238 filed by Merriman Wealth Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 3,347 shares

   Change vs previous 13F -390 shares

   0.02% of the 13F portfolio, value $486,788.

   13F-HR 0001765380-23-000177 filed by Merriman Wealth Management, LLC
   Filed 2023-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 3,737 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $486,969.

   13F-HR 0001765380-23-000101 filed by Merriman Wealth Management, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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