Menard Financial Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1803156 HOUSTON, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,516,513

+$520,344 QoQ

Shares Held

7,688

+13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#2,770

of 5,058 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Financial Services · as of Jun 30, 2026

Menard Financial Group LLC holds $4,176,362 across 3 Banks - Diversified names. JPM ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,688	$2,516,513
2	C	Citigroup Inc	6,387	$893,924
3	BAC	Bank Of America Corp /De/	13,442	$765,925

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,516,513	7,688	+13.3%	Shares	Sole	2026-08-07
2026-03-31	$1,996,169	6,786	+0.4%	Shares	Sole	2026-05-14
2025-12-31	$2,177,240	6,757	+0.7%	Shares	Sole	2026-02-13
2025-09-30	$2,117,481	6,713	-10.6%	Shares	Sole	2025-11-14
2025-06-30	$2,177,224	7,510	+21.6%	Shares	Sole	2025-08-13
2025-03-31	$1,514,972	6,176	+1.6%	Shares	Sole	2025-05-08
2024-12-31	$1,456,477	6,076	+1.4%	Shares	Sole	2025-02-28
2024-09-30	$1,263,894	5,994	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$1,218,818	6,026	-0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,207,408	6,028	+6.8%	Shares	Sole	2024-05-14
2023-12-31	$959,874	5,643	+1.2%	Shares	Sole	2024-02-14
2023-09-30	$808,631	5,576	+5.9%	Shares	Sole	2023-11-14
2023-06-30	$765,741	5,265	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$688,167	5,281	-6.8%	Shares	Sole	2023-05-12
2022-12-31	$760,212	5,669	-21.6%	Shares	Sole	2023-02-14
2022-09-30	$755,744	7,232	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$797,616	7,083	-9.5%	Shares	Sole	2022-08-15
2022-03-31	$1,067,385	7,830	-7.6%	Shares	Sole	2022-04-25
2021-12-31	$1,341,699	8,473	+0.6%	Shares	Sole	2022-02-14
2021-09-30	$1,378,269	8,420	+2.0%	Shares	Sole	2021-11-15
2021-06-30	$1,283,671	8,253	+5.4%	Shares	Sole	2021-08-11
2021-03-31	$1,192,113	7,831	-0.2%	Shares	Sole	2021-05-17
2020-12-31	$996,864	7,845	-3.1%	Shares	Sole	2021-02-09
2020-09-30	$779,690	8,099	+11.7%	Shares	Other	2020-11-12
2020-06-30	$682,028	7,251	—	Shares	Other	2020-08-13
No filing history on record for this holder in this stock.