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Menard Financial Group LLC

SEC CIK
0001803156
Latest filing
Aug 7, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Menard 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 overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
7,688
Value
$2.52M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Menard Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,688$2.52M1.4%+902+13.3%AddedHolders
Q1 20266,786$2.00M1.4%+29+0.4%AddedHolders
Q4 20256,757$2.18M1.5%+44+0.7%AddedHolders
Q3 20256,713$2.12M1.4%−797−10.6%ReducedHolders
Q2 20257,510$2.18M1.3%+1,334+21.6%AddedHolders
Q1 20256,176$1.54M1.0%+100+1.6%AddedHolders
Q4 20246,076$1.46M0.9%+82+1.4%AddedHolders
Q3 20245,994$1.26M0.8%−32−0.5%ReducedHolders
Q2 20246,026$1.22M0.9%−20.0%ReducedHolders
Q1 20246,028$1.21M1.0%+385+6.8%AddedHolders
Q4 20235,643$959.9K1.2%+67+1.2%AddedHolders
Q3 20235,576$808.7K1.2%+311+5.9%AddedHolders
Q2 20235,265$765.7K1.6%−16−0.3%ReducedHolders
Q1 20235,281$688.2K1.6%−388−6.8%ReducedHolders
Q4 20225,669$760.2K1.8%−1,563−21.6%ReducedHolders
Q3 20227,232$756.0K1.4%+149+2.1%AddedHolders
Q2 20227,083$798.0K1.3%−747−9.5%ReducedHolders
Q1 20227,830$1.07M1.1%−643−7.6%ReducedHolders
Q4 20218,473$1.34M1.1%+53+0.6%AddedHolders
Q3 20218,420$1.38M1.2%+167+2.0%AddedHolders
Q2 20218,253$1.28M1.2%+422+5.4%AddedHolders
Q1 20217,831$1.19M1.3%––Holders

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