JPMorgan Chase & Co. shares owned by Marion Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marion Wealth Management
from 13F filings
Historical chart of Marion Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Marion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 14k | 315.43 |
| 2025-06-30 | $4.0M | 14k | 289.91 |
| 2025-03-31 | $3.5M | 15k | 245.30 |
| 2024-12-31 | $4.0M | 17k | 239.71 |
| 2024-09-30 | $3.5M | 17k | 210.85 |
| 2024-06-30 | $3.3M | 16k | 202.26 |
| 2024-03-31 | $3.2M | 16k | 200.31 |
| 2023-12-31 | $2.7M | 16k | 170.11 |
| 2023-09-30 | $2.3M | 16k | 145.02 |
| 2023-06-30 | $2.3M | 16k | 145.44 |
| 2023-03-31 | $2.0M | 15k | 130.31 |
| 2022-12-31 | $1.9M | 14k | 134.10 |
| 2022-09-30 | $1.4M | 14k | 104.49 |
| 2022-06-30 | $1.5M | 13k | 112.64 |
| 2022-03-31 | $1.3M | 9.4k | 136.30 |
| 2021-12-31 | $1.5M | 9.2k | 158.33 |