JPMorgan Chase & Co. shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 15k | 315.43 |
| 2025-06-30 | $4.3M | 15k | 289.91 |
| 2025-03-31 | $5.0M | 20k | 245.30 |
| 2024-12-31 | $4.9M | 20k | 239.71 |
| 2024-09-30 | $4.3M | 21k | 210.86 |
| 2024-06-30 | $4.2M | 21k | 202.26 |
| 2024-03-31 | $4.3M | 22k | 200.30 |
| 2023-12-31 | $4.0M | 23k | 170.10 |
| 2023-09-30 | $3.6M | 25k | 145.02 |
| 2023-06-30 | $3.8M | 26k | 145.44 |
| 2023-03-31 | $3.9M | 30k | 130.31 |
| 2022-12-31 | $3.8M | 28k | 134.10 |
| 2022-09-30 | $2.8M | 27k | 104.84 |
| 2022-06-30 | $2.4M | 22k | 112.78 |
| 2022-03-31 | $951k | 7.0k | 135.92 |
| 2021-12-31 | $934k | 5.9k | 158.67 |
| 2021-09-30 | $733k | 4.5k | 161.57 |
| 2021-06-30 | $462k | 3.0k | 155.87 |
| 2021-03-31 | $428k | 2.8k | 150.38 |
| 2020-12-31 | $345k | 2.7k | 127.03 |
| 2020-09-30 | $261k | 2.7k | 96.10 |
| 2020-06-30 | $260k | 2.8k | 93.90 |
| 2020-03-31 | $728k | 8.0k | 90.45 |
| 2019-12-31 | $1.1M | 8.0k | 139.44 |
More positions owned by Marks Group Wealth Management
View all positions for Marks Group Wealth Management