marrick wealth, LLC

SEC CIK: 0002109850
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by marrick wealth, 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): 788
Value: $257.9K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of JPM by marrick wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	788	$257.9K	0.2%	−3−0.4%	Reduced	Holders
Q1 2026	791	$232.7K	0.2%	−27−3.3%	Reduced	Holders
Q4 2025	818	$263.6K	0.2%	–	No prior filing	Holders