Merit Financial Group, LLC

SEC CIK: 0001621225
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 245,022
Value: $80.2M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Merit Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	245,022	$80.2M	0.5%	+67,152+37.8%	Added	Holders
Q1 2026	177,870	$52.3M	0.4%	+6,541+3.8%	Added	Holders
Q4 2025	171,329	$55.2M	0.4%	+13,458+8.5%	Added	Holders
Q3 2025	157,871	$49.8M	0.5%	+6,408+4.2%	Added	Holders
Q2 2025	151,463	$43.9M	0.5%	+40,053+36.0%	Added	Holders
Q1 2025	111,410	$27.3M	0.4%	+15,781+16.5%	Added	Holders
Q4 2024	95,629	$22.9M	0.4%	+27,264+39.9%	Added	Holders
Q3 2024	68,365	$14.4M	0.3%	−13,701−16.7%	Reduced	Holders
Q2 2024	82,066	$16.6M	0.4%	+5,995+7.9%	Added	Holders
Q1 2024	76,071	$14.5M	0.3%	+30,977+68.7%	Added	Holders
Q4 2023	45,094	$7.67M	0.2%	−15,211−25.2%	Reduced	Holders
Q3 2023	60,305	$8.75M	0.3%	+5,114+9.3%	Added	Holders
Q2 2023	55,191	$8.03M	0.3%	+45+0.1%	Added	Holders
Q1 2023	55,146	$7.19M	0.3%	+1,464+2.7%	Added	Holders
Q4 2022	53,682	$7.20M	0.3%	+5,978+12.5%	Added	Holders
Q3 2022	47,704	$4.99M	0.2%	−15,821−24.9%	Reduced	Holders
Q2 2022	63,525	$7.15M	0.2%	+36,287+133.2%	Added	Holders
Q1 2022	27,238	$3.71M	0.2%	+4,904+22.0%	Added	Holders
Q4 2021	22,334	$3.54M	0.3%	+362+1.6%	Added	Holders
Q3 2021	21,972	$3.60M	0.4%	+981+4.7%	Added	Holders
Q2 2021	20,991	$3.27M	0.3%	−265−1.2%	Reduced	Holders
Q1 2021	21,256	$3.24M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.