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Meredith Wealth Planning

SEC CIK
0001956471
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Meredith Wealth Planning, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of JPM by Meredith Wealth Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−648−100.0%Sold outHolders
Q3 2025648$204.4K0.1%+648NewHolders