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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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data

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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
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