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Merit Financial Group’s JPMorgan Chase JPM Stock Holding History

Merit Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.2M Buy
245,021
+67,151
+38% +$20.9M 0.49% 43
2026
Q1 		$52.3M Buy
177,870
+6,541
+4% +$1.99M 0.39% 54
2025
Q4 		$55.2M Buy
171,329
+13,458
+9% +$4.17M 0.44% 50
2025
Q3 		$49.8M Buy
157,871
+6,408
+4% +$1.91M 0.46% 51
2025
Q2 		$43.9M Buy
151,463
+40,053
+36% +$10.2M 0.49% 42
2025
Q1 		$27.3M Buy
111,410
+15,781
+17% +$4.02M 0.41% 48
2024
Q4 		$22.9M Buy
95,629
+27,264
+40% +$6.35M 0.41% 44
2024
Q3 		$14.4M Sell
68,365
-13,701
-17% -$2.89M 0.32% 53
2024
Q2 		$16.6M Buy
82,066
+5,995
+8% +$1.17M 0.37% 46
2024
Q1 		$14.5M Buy
76,071
+30,977
+69% +$5.59M 0.35% 48
2023
Q4 		$7.67M Sell
45,094
-15,211
-25% -$2.31M 0.23% 65
2023
Q3 		$8.75M Buy
60,305
+5,114
+9% +$767K 0.29% 58
2023
Q2 		$8.03M Buy
55,191
+45
+0.1% +$6.19K 0.26% 61
2023
Q1 		$7.19M Buy
55,146
+1,464
+3% +$201K 0.26% 65
2022
Q4 		$7.2M Buy
53,682
+5,978
+13% +$757K 0.26% 60
2022
Q3 		$4.99M Sell
47,704
-15,821
-25% -$1.82M 0.22% 62
2022
Q2 		$7.15M Buy
63,525
+36,287
+133% +$4.5M 0.22% 60
2022
Q1 		$3.71M Buy
27,238
+4,904
+22% +$724K 0.22% 73
2021
Q4 		$3.54M Buy
22,334
+362
+2% +$59.4K 0.35% 34
2021
Q3 		$3.6M Buy
21,972
+981
+5% +$154K 0.38% 31
2021
Q2 		$3.27M Sell
20,991
-265
-1% -$41.6K 0.31% 35
2021
Q1 		$3.24M Buy
21,256
+4,336
+26% +$624K 0.34% 31
2020
Q4 		$2.15M Sell
16,920
-1,055
-6% -$118K 0.21% 42
2020
Q3 		$1.73M Buy
17,975
+212
+1% +$20.8K 0.16% 51
2020
Q2 		$1.67M Buy
17,763
+1,112
+7% +$106K 0.17% 48
2020
Q1 		$1.5M Buy
16,651
+328
+2% +$39.9K 0.17% 50
2019
Q4 		$2.27M Buy
16,323
+14,390
+744% +$1.85M 0.2% 36
2019
Q3 		$227K Buy
+1,933
New +$219K 0.02% 129
2019
Q1 		– Sell
-2,704
Closed -$227K – 122
2018
Q4 		$227K Buy
2,704
+16
+0.6% +$1.71K 0.03% 101
2018
Q3 		$261K Buy
+2,688
New +$305K 0.04% 102

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Merit Financial Group's JPM Position: Q2 2026 in Review

Merit Financial Group increased its JPMorgan Chase (JPM) stake by 38% in Q2 2026, buying an estimated $20.9M and bringing the position to 245,021 shares worth $80.2M. The position accounts for 0.49% of the portfolio, ranked #43.

Merit Financial Group first reported a position in JPM in Q3 2018 and has held it in 30 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Merit Financial Group held 245,021 shares of JPMorgan Chase worth $80.2M as of Q2 2026.
  • Merit Financial Group bought 67,151 JPMorgan Chase shares in Q2 2026, an estimated $20.9M.
  • JPMorgan Chase made up 0.49% of Merit Financial Group's portfolio in Q2 2026, its #43 holding.
  • Merit Financial Group first reported a position in JPMorgan Chase in Q3 2018 and has held it in 30 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.