JPMorgan Chase & Co. shares owned by Marshall Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 1.3k | 315.50 |
| 2025-06-30 | $352k | 1.2k | 289.98 |
| 2025-03-31 | $298k | 1.2k | 245.36 |
| 2024-12-31 | $291k | 1.2k | 239.77 |
| 2024-09-30 | $299k | 1.4k | 210.90 |
| 2024-06-30 | $455k | 2.2k | 202.29 |
| 2024-03-31 | $448k | 2.2k | 200.31 |
| 2023-12-31 | $378k | 2.2k | 170.06 |
| 2023-09-30 | $320k | 2.2k | 145.02 |
| 2023-06-30 | $319k | 2.2k | 145.44 |
| 2023-03-31 | $588k | 4.5k | 130.32 |
| 2022-12-31 | $604k | 4.5k | 134.10 |
| 2022-09-30 | $468k | 4.5k | 104.39 |
| 2022-06-30 | $503k | 4.5k | 112.68 |
| 2022-03-31 | $606k | 4.4k | 136.27 |
| 2021-12-31 | $702k | 4.4k | 158.36 |
| 2021-09-30 | $724k | 4.4k | 163.76 |
| 2021-06-30 | $686k | 4.4k | 155.59 |
| 2021-03-31 | $669k | 4.4k | 152.15 |
| 2020-12-31 | $557k | 4.4k | 127.08 |
| 2020-09-30 | $420k | 4.4k | 96.22 |
| 2020-06-30 | $409k | 4.3k | 94.09 |
| 2020-03-31 | $390k | 4.3k | 90.11 |
| 2019-12-31 | $615k | 4.4k | 139.49 |
| 2019-09-30 | $517k | 4.4k | 117.63 |
| 2019-06-30 | $490k | 4.4k | 111.82 |
| 2019-03-31 | $444k | 4.4k | 101.32 |
| 2018-12-31 | $428k | 4.4k | 97.67 |