JPMorgan Chase & Co. shares owned by Merit Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 158k | 315.43 |
| 2025-06-30 | $44M | 152k | 289.91 |
| 2025-03-31 | $27M | 111k | 245.30 |
| 2024-12-31 | $23M | 96k | 239.71 |
| 2024-09-30 | $14M | 68k | 210.86 |
| 2024-03-31 | $15M | 76k | 190.51 |
| 2023-12-31 | $7.7M | 45k | 170.10 |
| 2023-09-30 | $8.7M | 60k | 145.02 |
| 2023-06-30 | $8.0M | 55k | 145.44 |
| 2023-03-31 | $7.2M | 55k | 130.31 |
| 2022-12-31 | $7.2M | 54k | 134.10 |
| 2022-09-30 | $5.0M | 48k | 104.50 |
| 2022-06-30 | $7.2M | 64k | 112.62 |
| 2022-03-31 | $3.7M | 27k | 136.32 |
| 2021-12-31 | $3.5M | 22k | 158.37 |
| 2021-09-30 | $3.6M | 22k | 163.71 |
| 2021-06-30 | $3.3M | 21k | 155.54 |
| 2021-03-31 | $3.2M | 21k | 152.24 |
| 2020-12-31 | $2.2M | 17k | 127.07 |
| 2020-09-30 | $1.7M | 18k | 96.24 |
| 2020-06-30 | $1.7M | 18k | 94.07 |
| 2020-03-31 | $1.5M | 17k | 90.02 |
| 2019-12-31 | $2.3M | 16k | 139.37 |
| 2019-09-30 | $227k | 1.9k | 117.43 |
| 2018-12-31 | $227k | 2.7k | 83.95 |
| 2018-09-30 | $261k | 2.7k | 97.10 |