Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Meriwether Wealth & Planning, 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)
- 12,539
- Value
- $4.10M
- % of portfolio
- 2.0%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,539 | $4.10M | 2.0% | +101+0.8% | Added | Holders |
| Q1 2026 | 12,438 | $3.66M | 2.0% | −1,139−8.4% | Reduced | Holders |
| Q4 2025 | 13,577 | $4.37M | 2.5% | −981−6.7% | Reduced | Holders |
| Q3 2025 | 14,558 | $4.59M | 2.7% | −244−1.6% | Reduced | Holders |
| Q2 2025 | 14,802 | $4.29M | 2.7% | −1,129−7.1% | Reduced | Holders |
| Q1 2025 | 15,931 | $3.91M | 2.5% | +548+3.6% | Added | Holders |
| Q4 2024 | 15,383 | $3.69M | 2.6% | – | No prior filing | Holders |