Meridian Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1768095 AUSTIN, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,603,807

+$2,284,249 QoQ

Shares Held

53,780

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.97%

of 13F equity value

Holder Rank

#1,078

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Meridian Wealth Advisors, LLC holds $18,578,386 across 3 Banks - Diversified names. JPM ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	53,780	$17,603,807
2	BAC	Bank Of America Corp /De/	10,128	$577,093
3	C	Citigroup Inc	2,840	$397,486

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,603,807	53,780	+3.3%	Shares	Sole	2026-08-14
2026-03-31	$15,319,558	52,079	-5.6%	Shares	Sole	2026-05-11
2025-12-31	$17,767,855	55,142	-7.6%	Shares	Sole	2026-02-17
2025-09-30	$18,827,070	59,687	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$16,746,071	57,763	+1.0%	Shares	Sole	2025-08-12
2025-03-31	$14,028,461	57,189	-0.2%	Shares	Sole	2025-05-05
2024-12-31	$13,740,896	57,323	-0.7%	Shares	Sole	2025-02-11
2024-09-30	$12,169,784	57,715	+2.6%	Shares	Sole	2024-10-24
2024-06-30	$11,373,484	56,232	+2.4%	Shares	Sole	2024-08-02
2024-03-31	$11,000,676	54,921	+3.6%	Shares	Sole	2024-05-10
2023-12-31	$9,020,232	53,029	+1.9%	Shares	Sole	2024-02-06
2023-09-30	$7,548,000	52,048	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$7,428,202	51,074	+1.8%	Shares	Sole	2023-08-02
2023-03-31	$6,540,519	50,192	+4.6%	Shares	Sole	2023-05-02
2022-12-31	$6,435,995	47,994	+7.0%	Shares	Sole	2023-01-23
2022-09-30	$4,685,153	44,834	-4.7%	Shares	Sole	2022-10-19
2022-06-30	$5,296,273	47,032	+7.7%	Shares	Sole	2022-07-26
2022-03-31	$5,952,549	43,666	+15.2%	Shares	Sole	2022-05-12
2021-12-31	$6,000,673	37,895	+1.4%	Shares	Sole	2022-02-02
2021-09-30	$6,116,113	37,364	+2.3%	Shares	Sole	2021-11-12
2021-06-30	$5,679,387	36,514	+11.1%	Shares	Sole	2021-08-10
2021-03-31	$5,002,582	32,862	+24.6%	Shares	Sole	2021-05-07
2020-12-31	$3,352,233	26,381	+18.1%	Shares	Sole	2021-05-07
2020-09-30	$2,149,612	22,329	+2.7%	Shares	Sole	2020-11-16
2020-06-30	$2,045,428	21,746	+12.0%	Shares	Sole	2020-08-14
2020-03-31	$1,747,392	19,409	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.