Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,076,261
+$383,515 QoQ
Shares Held
3,288
+39.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#3,575
of 5,058 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Meramec Financial Planners, LLC holds $1,777,963 across 4 Banks - Diversified names. JPM ranks #1 (60.5% of the industry book) .
All Filings in JPM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,261 | 3,288 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $692,746 | 2,355 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,169,980 | 3,631 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||