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 | $1.9M | 6.1k | 315.45 |
| 2025-06-30 | $1.8M | 6.3k | 291.99 |
| 2025-03-31 | $1.6M | 6.7k | 245.31 |
| 2024-12-31 | $1.5M | 6.3k | 239.71 |
| 2024-09-30 | $1.2M | 5.5k | 210.87 |
| 2024-06-30 | $494k | 2.4k | 202.29 |
| 2024-03-31 | $471k | 2.3k | 200.29 |
| 2023-12-31 | $433k | 2.5k | 170.12 |
| 2023-09-30 | $378k | 2.6k | 145.01 |
| 2023-06-30 | $407k | 2.8k | 145.45 |
| 2023-03-31 | $366k | 2.8k | 130.31 |
| 2022-12-31 | $382k | 2.8k | 134.10 |
| 2022-09-30 | $323k | 3.1k | 104.63 |
| 2022-06-30 | $362k | 3.2k | 112.70 |
| 2022-03-31 | $441k | 3.2k | 136.28 |
| 2021-12-31 | $563k | 3.6k | 158.24 |
| 2021-09-30 | $685k | 4.2k | 163.80 |
| 2021-06-30 | $681k | 4.4k | 155.48 |
| 2021-03-31 | $669k | 4.4k | 152.18 |
| 2020-12-31 | $305k | 2.4k | 127.19 |