Merit Financial Group, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1621225 ALPHARETTA, GA

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$80,203,044

+$27,880,809 QoQ

Shares Held

245,022

+37.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#461

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $159,845,476 across 19 Banks - Diversified names. JPM ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	245,022	$80,203,044
2	BAC	Bank Of America Corp /De/	303,228	$17,277,925
3	C	Citigroup Inc	107,884	$15,099,439
4	BNY	Bank of New York Mellon Corp	85,470	$12,359,811
5	WFC	Wells Fargo & Company/Mn	137,030	$11,324,153
6	RY	Royal Bank Of Canada	54,093	$11,195,626
7	BCS	Barclays PLC	66,685	$1,791,157
8	HSBC	Hsbc Holdings PLC	17,681	$1,681,284

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,203,044	245,022	+37.8%	Shares	Other	2026-07-20
2026-03-31	$52,322,235	177,870	+3.8%	Shares	Other	2026-04-15
2025-12-31	$55,205,625	171,329	+8.5%	Shares	Other	2026-01-26
2025-09-30	$49,797,245	157,871	+4.2%	Shares	Other	2025-11-07
2025-06-30	$43,910,638	151,463	+36.0%	Shares	Sole	2025-07-22
2025-03-31	$27,328,873	111,410	+16.5%	Shares	Sole	2025-04-09
2024-12-31	$22,923,227	95,629	+39.9%	Shares	Sole	2025-01-15
2024-09-30	$14,415,443	68,365	-16.7%	Shares	Sole	2024-10-17
2024-06-30	$16,598,669	82,066	+7.9%	Shares	Sole	2024-08-13
2024-03-31	$15,237,021	76,071	+68.7%	Shares	Sole	2024-05-06
2023-12-31	$7,670,489	45,094	-25.2%	Shares	Sole	2024-02-06
2023-09-30	$8,745,431	60,305	+9.3%	Shares	Sole	2023-11-07
2023-06-30	$8,026,979	55,191	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$7,186,075	55,146	+2.7%	Shares	Sole	2023-04-24
2022-12-31	$7,198,756	53,682	+12.5%	Shares	Sole	2023-01-13
2022-09-30	$4,985,068	47,704	-24.9%	Shares	Sole	2022-10-31
2022-06-30	$7,153,550	63,525	+133.2%	Shares	Sole	2022-08-08
2022-03-31	$3,713,084	27,238	+22.0%	Shares	Sole	2022-05-13
2021-12-31	$3,536,588	22,334	+1.6%	Shares	Sole	2022-02-14
2021-09-30	$3,596,596	21,972	+4.7%	Shares	Sole	2021-10-27
2021-06-30	$3,264,940	20,991	-1.2%	Shares	Sole	2021-08-16
2021-03-31	$3,235,800	21,256	+25.6%	Shares	Sole	2021-05-18
2020-12-31	$2,150,024	16,920	-5.9%	Shares	Sole	2021-02-12
2020-09-30	$1,730,453	17,975	+1.2%	Shares	Sole	2020-11-10
2020-06-30	$1,670,787	17,763	+6.7%	Shares	Sole	2020-08-13
2020-03-31	$1,499,089	16,651	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.